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.
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.
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one discounted fee.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College)|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program link and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and a password to the recorded version of the webinar, which can be used to show the program to council members and guests who have gathered together on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
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 email@example.com prior to attending your first program if you have any questions with regard to the availability of credit.