Pensions: Retirement Assets & Military Benefits in Divorce – November 2, 2023

Pensions: Retirement Assets & Military Benefits in Divorce

November 2, 2023

9 am – 12 pm

Zoom (link to be provided in advance)

Presenters:

Linda Ursin will be presenting on State pensions, Teacher pensions, Municipal pensions
Elizabeth McMahon will be presenting on ERISA pensions
Paul McConnell will be presenting on Military Benefits

In this exclusive 3-hour online CCND seminar you will enhance your understanding of the inner workings of defined benefit and defined contribution plans, as well as military and government pensions. Linda Ursin, Elizabeth McMahon, and Paul McConnell, will share their expertise and insight on how to address the unique challenges pensions pose and present a broad variety of ways to divide those retirement assets.

Linda Ursin: www.ursinlaw.com

Linda Ursin, J.D., CLU is an ERISA attorney who has worked in the field of pension law for two major insurance companies and a well-known consulting firm prior to opening her law practice in 2005. She uses her extensive knowledge of pension and divorce law to help her clients achieve successful outcomes. In the highly regulated and complex field of pension law she is meticulous, thinks strategically and works diligently to deliver an exceptional work product. She is trained in Collaborative Divorce, works in prejudgment mediation and provides analysis to family law attorneys in litigated matters.

Linda has an extensive background in qualified pension benefits, including federal, state and municipal plans, military plans, and ERISA pension plans, 401(k), 403(b) and 457 retirement accounts, as well as nonqualified pensions and deferred compensation arrangements for highly compensated individuals. She also has an extensive background in Qualified Domestic Relations Orders (QDROs), reviewing QDROs for employers and drafting and filing QDROs for clients in their divorce.

She has conducted numerous seminars and webinars for the Connecticut Bar Association, local bar associations, Collaborative Divorce Professionals, Association of Divorce Financial Planners and the National Business Institute (NBI).

Linda is admitted to the Connecticut Bar and is a member of the American Bar Association, the Connecticut Bar Association, the Middlesex County Bar Association and Collaborative Divorce Professionals.

Elizabeth McMahon: www.ctqdros.com

The Law Office of Elizabeth McMahon/ CTQDROs is a boutique law firm that focuses on the preparation of Qualified Domestic Relations Orders. Given that we are neutral when we handle a file, we work with both parties and, if needed, their attorneys to draft an order that conforms to the judgment of divorce or legal separation.

Our involvement spans from drafting the QDRO, obtaining plan administrator pre-approval, circulating the order for party signatures, submitting it to the court, and serving the court-certified QDRO on the retirement plan administrator.

The CTQDROS staff has years of experience and knows the status of every file. By the time a QDRO has been entered by the court and served on the plan administrator, each of us will have had role in completing the QDRO process.

Paul McConnell : www.mcconnellfamilylaw.com

Connecticut Divorce Mediator and Family Law Attorney Paul McConnell is a former Judge, Marine Corps infantry officer, and federal prosecutor with extensive grand jury, trial, and appellate experience. Paul was educated in mediation and jurisprudence by the National Judicial College in Reno, Nevada and by the Connecticut Council for Non-adversarial Divorce (CCND). He is a highly skilled mediator, trial lawyer, advocate, and negotiator. He has been the lead counsel or presiding judge in hundreds of matters including over 55 jury trials. Following 18 years of public service, Paul started his own firm in 2014 to focus on one thing: representing individuals with passion and purpose. Presently, Paul limits his practice to divorce and family law while occasionally accepting federal criminal defense matters and/or prospective claims under the Federal Tort Claim Act. He is involved in strategically planning for nearly all cases in his firm and routinely represents clients in Fairfield and Hartford counties.