NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law. This intermediate 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 pension in Long Term Health Planning and asset diversification by removing 401k funds to a privately managed IRA account ahead of retirement.
Marcus 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-certified in the area of family law by the Louisiana Board of Specialization since January 2002. In 2013, he developed the process for the In Marriage QDRO® wherein married spouses can access qualified funds by combining state law with federal ERISA law. In 2019, he published the article in the Journal of Financial Service Providers named “A New Qualifying Event - The In Marriage QDRO®”
Stephanie owns and manages Lineage Law, representing upper to high net worth clients with estate planning, life insurance, and business-related legal issues. Stephanie is also of counsel to In Marriage QDRO®, a company that helps clients across the country gain access to their 401(k) savings without limitations or penalties. Her client list includes first round draft picks from all three major sports leagues (NFL, NBA, MLB), actors, musicians, and even one of the most followed Tik Tok influencers. Stephanie is married to her law partner, Michael Hoover, who also has a national practice focused on life insurance disputes. Together, Stephanie and Michael have a teen hostage-negotiator-in-training, Ava Grayce, and a future hopeful Roblox majority shareholder, Mason Michael. They live in Baton Rouge, Louisiana, but enjoy traveling frequently to visit with their clients and explore new places.
REGISTER HERE for the individual program. To purchase the 2022 webinar series, please click HERE.
See all upcoming and previous webinars
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
