Presentations & Seminars

Organizations from across the country frequently tap into our pension-related expertise. Often we're asked to speak about pension-related issues and trends ranging from retirement benefits to pension evaluations at a variety of industry seminars and workshops. For more information or to request a speaker for your next seminar, please contact us today

• American Academy of Matrimonial Lawyers
         How to Value Retirement Plans for Equitable Distribution
   
• American Academy of Matrimonial Lawyers -2nd Annual Divorce Taxation and Retirement for Lawyers Seminar - Texas Chapter
         Discovery and Negotiation of Retirement Benefits in Marriage Dissolution Actions
   
• American Academy of Matrimonial Lawyers - National Meeting - Key West, Florida
         Pension Evaluation and the Retirement Equity Act
   
• American Academy of Matrimonial Lawyers - Seminar -Pension and Tax Strategies in Divorce - Chicago
         Pension Evaluation/Discovery
   
• American Academy or Matrimonial Lawyers - Seminar on Matrimonial Law -1986
         Retirement Benefits
   
• American Academy or Matrimonial Lawyers Pennsylvania Chapter - Matrimonial Workshop
         Equitable Distribution of Retirement Benefits - Practical and Legal Problems.
   
• American Academy of Matrimonial Lawyers - Texas Chapter
         The Retirement Equity Act of 1984. (Relationship to prior spouses, lump sums,
         qdro's and rollovers)
   
• American Bar Association Family Law Section; Detroit, Michigan
         Economics of Valuing Pensions
   
• American Bar Association Family Law Section -Pension Benefits and Entitlements in Dissolution Actions
         Discovery and Valuation.
   
• Arkansas Bar Association - Annual Meeting The Growing Federalization of Divorce and Family Law - Hot Springs, Arkansas
         Retirement Benefits
   
• American Trial Lawyers Association
         Pension Evaluation and Discovery
   
• BNA Seminar on "Family Law Litigation: Problems of Practice"
         The Valuation of Pensions in Matrimonial Litigation.
   
• Burlington County Bar Association Seminar on Pensions
         Valuation of Pensions and Military Pensions in Assessment of Equitable
         Distribution
   
• Camden County Bar Association Family Law Committee
         Matrimonial Law and Distribution of Pensions
   
• Connecticut Bar Association - Pension Benefits and Entitlements in Marriage Dissolution Actions
         Evaluation Issues
   
• Dickenson School of Law
         Retirement Equity Act of 1984
   
• Domestic Relations Seminar of the Continuing Education Program of Pennsylvania. "Matrimonial Law Workshop"
         Economics of Valuing Pensions Essex County Bar Association
   
• Essex County Bar Association
         How to Value Retirement Plans for Equitable Distribution
   
• Essex County Bar Association - Family Law Committee Seminar
         Equitable Distribution of Pension Rights
   
• Family Law Committee of the Monmouth Bar Association
         The Retirement Equity Act and the Qualified Domestic Relations Order.
   
• Florida Chapter - American Academy of Matrimonial Lawyers - Seventh Annual Institute - A Symposium - Tampa, Florida
         Valuation and Retirement Plans.
   
• Indiana Continuing Legal Education Forum - Pension and Tax-Related Strategies of Divorce
         Discovery/Pension Evaluation Issues of Retirement Benefits
   
• Law Journal Seminar - Press - The Nuts and Bolts of Equitable Distribution and Matrimonial Tax
         Pensions as Marital Property
   
• Matrimonial Law Seminar - Presented by Judicial Office of Court Administration State of New York
         Retirement Plan Valuation for Equitable Distribution
   
• Monmouth-Ocean Chapter of NJSCPA's Federal and State Tax Committee
         1986 Tax Reform Act
   
• Nassau Academy of Law - Matrimonial Trial Seminar
         Pensions and Retirement Benefits (Simulated trial - direct and cross-
         examination of pension expert witness).
   
• New Jersey Council on Divorce Mediation
         Evaluation of Pension and Profit-Sharing Plans for Equitable Distribution
   
• New Jersey Council on Divorce Mediation 1st Annual Conference on Divorce Mediation
         Recent Trends in Pension Evaluation
   
• New York County Bar Association (Legal Aid Section)
         Women's Rights and Equitable Distribution
   
• New York State Bar Association
         Pension Plan Discovery and Valuation in Marriage Dissolution Actions
   
• New York State Bar Association - Employee Benefits after the 1984 Tax Changes (Syracuse and New York City)
         Retirement Equity Act/Pension Evaluation.
   
• New York State Council on Divorce Mediation Workshop.
         Valuation of Pensions
   
• Oregon State Bar Family Law Section
         Employee Benefits and Pension Evaluation
   
• Pace College Matrimonial Seminar
         How to Value Retirement Plans for Equitable Distribution
   
• Pennsylvania Bar Association - Family Law Section - Summer Workshop
         The Retirement Equity Act
   
• Pennsylvania Bar Institute - Continuing Legal Education -Equitable Distribution of Pensions
         Discovery, Valuation and Equitable Distribution of Pensions and Other Deferred
         Compensation in Divorce
   
• Pennsylvania Chapter of the American Academy of Matrimonial Lawyers
         Pension Plan Discovery and Valuation in Marriage Dissolution Actions
   
• Philadelphia Bench Bar Conference
         Pension Evaluation
   
• Practicing Law Institute
         New Laws and Techniques in Evaluating and Distributing Pension Plans; Tax
         Aspects of Equitable Distribution
   
• Suffolk Academy of Law - Matrimonial Training Session - Pro-Bono Panel
         Pension Discovery Under Equitable Distribution
   
• Suffolk Academy of Law - Matrimonial Workshop
         Insight into the Practical Aspects of Plan Valuation for Equitable Distribution
   
• Suffolk County Bar Association Family Law Section
         How to Value Retirement Plans for Equitable Distribution
   
• Suffolk County Judges
         The Retirement Equity Act & Matrimonial Actions
   
• Suffolk County Matrimonial Bar Association, Family Law Section
         How to Cross Examine the Expert Witness in a Pension Valuation Case
   
• Suffolk County Matrimonial Judges Workshop
         Valuation of Pensions
   
• West Virginia Continuing Legal Education - 1985 Mountaineer CLE Series
         Distribution of Pension Benefits and Entitlements in Marriage
   
• November 16, 1987. Connecticut Bar Association. Midyear Meeting Program.
         Fundamentals of Pension Evaluation Introduction to Drafting of Domestic
         Relations Orders.
   
• November 19, 1987. American Academy of Matrimonial Law, Texas Chapter. Third Annual Divorce Taxation and Retirement For Lawyers Seminar
         Negotiating and Drafting Domestic Relations Orders, Income Tax Aspects of
         Drafting, Drafting as an Advocate.
   
• April 29, May 6, 13, 20, 27, 1988 Five City Seminar (Cosponsored by Family Law Section and Committee on Continuing Legal Education of the NYS Bar Association)
         Pensions, "QDRO's" and Motion Practice- What the Matrimonial Practitioner Needs
         to Know.
   
• October 6, 1988. State Bar of Texas. Focus on Family Law.
         Procedures for negotiating and drafting Domestic Relations Orders.
   
• October 12, 1988. Family Law Section, Nassau County Bar.
         Procedures for negotiating and drafting Domestic Relations Orders.
   
• October 22, 1988. Matrimonial Seminar for Judicial Hearing Officers, NYC. Procedures in Pension Evaluation.
         Drafting Domestic Relations Orders.
   
• April 6, 1989. New York Law School Alumni Association.
         Matrimonial and Family Law - 1989 Update.
   
• May 16, 1989. Yonkers Lawyer's Association Dinner Meeting.
         Negotiating and Drafting a Domestic Relations Order.
   
• July 27, 1989. Oregon State Bar
         Tax Consequences of a Pension Evaluation Negotiating and Drafting Domestic
         Relations Orders.
   
• October 6, 1989. Houston, Texas. Texas Chapter AAML.
         Divorce Taxation
   
• February 13, 1990. Morris County Bar Association
         Tax Consequencing Marital Property Settlement Agreements
   
• March 1, 1990. Suffolk Academy of Law
         Negotiating and Drafting Domestic Relations Orders. Tax Consequences of a
         Compensation Evaluation.
   
• June 25, 1990. Fordham Univ. School of Law
         Pay Program Evaluations, Drafting Domestic Relations Orders
   
• July 12, 1990. New Jersey Institute for Continuing Legal Education
         Pay Program Evaluation. Drafting Domestic Relations Orders
   
• March 14-15, 1991. Florida State Bar Association. Miami & Tampa
         Pay Program Evaluations
   
• June 17, 1991. Fordham University School of Law
         Pay Program Evaluations, Drafting Domestic Relations Orders
   
• October 15, 1991. Philadelphia Chapter of the American Academy of Matrimonial Lawyers
         The Berrington and Katzenback decisions
   
• October 3, 1992. Philadelphia Bar Association
         Negotiating and Drafting Domestic Relations Orders. Nov. 18, 1992
   
• Suffolk County Matrimonial Bar
         The impact of Kaplan. Drafting Domestic Relations Orders
   
• January 29, 1993. New York State Bar Association, Elder Law Section Annual meeting
         Valuation of Retirement Benefits
   
• March29, 1993. Philadelphia Judicial Seminar. Lecture to full matrimonial bench, all masters and law clerks.
         Valuation of Deferred Pay Programs and Drafting Domestic Relations Orders
   
• June 22, 1993. National Business Institute. Philadelphia. Pennsylvania
         Tax Aspects of Divorce. Drafting Domestic Relations Orders, Valuation Procedures
         for Immediate Offset Settlements.
   
• July 27, 1993. National Business Institute. Saddlebrook, New Jersey
         Tax Aspects of Divorce. Drafting Domestic Relations Orders, Valuation Procedures
         for Immediate Offset Settlements.
   
• November 19, 1993.Co-Sponsors: New York State Bar Association and Family Law Section
         Taxes and Pensions-What the Matrimonial Lawyer Needs to Know. Drafting
         Domestic Relations Orders. Uniondale, New York
   
• Pennsylvania Bar Institute: Advanced Equitable Distribution Seminar. Pittsburgh, April 14, 1994
         Benefits Evaluation, Drafting Domestic Relations Orders
   
• Pennsylvania Bar Institute: Advanced Equitable Distribution Seminar. Philadelphia, April 29, 1994
         Benefits Evaluation, Drafting Domestic Relations Orders.
   
• Pennsylvania Bar Institute: Advanced Equitable Distribution Seminar Harrisburg, May 6, 1994
         Benefits Evaluation, Drafting Domestic Relations Orders
   
• MORRIS COUNTY BAR ASSOCIATION (N.J): November 9, 1994. Negotiating and
         Drafting Domestic Relations Orders
   
• FLORIDA TRIAL LAWYERS ASSOCIATION: November 18, 1994.
         Negotiating and Drafting Domestic Relations Orders.
   
• Orange County Bar Association (NY): December 13, 1994.
         Negotiating and Drafting Domestic Relations Orders.
   
• New Jersey Institute for Continuing Education: Clifton, N.J.,
         March 18, 1995 Drafting the Disability Provisions of a Domestic Relations Order.
   
• November 2, 1995. Pennsylvania Institute of Certified Public Accountants. Philadelphia, Pennsylvania
         Pension Evaluation & Drafting Domestic Relations Orders.
   
• February 21, 1996. Morris County Bar Association Seminar
         The Attorney's Role in Deferred Distribution of Deferred Pay Programs
   
• March 20, 1996. Pennsylvania Bar Institute.
         Drafting Against Non-qualified Plans
   
• April 17, 1997. Orange County N.Y. Bar Association.
         Lecture on pension evaluation and drafting Domestic Relations Orders.