Ely 2010 Advanced Track Materials
These are the materials provided for the first-ever Advanced Track at the annual Ely Family law Conference, entitled “Qualified Domestic Relations Orders Under ERISA and Nevada PERS: An Update and Guide for Family Lawyers and Family Court Judges.”
- Duty to Refer Pension Issues to Competent Professionals
- Preliminary Questionnaire re Retention as Joint Expert
- DC Plans Various Tracing Methods
- Stipulated IRA Division Order
- Checklist for Military Retirement Cases
- Pension Authorization Form
- What is Needed to Properly Complete ERISA QDRO
- Resources for QDRO Practice
- Actuarial Equivalence or the Push
- Provisional QDRO Writ Article
- Cost for and Competition for Surviving Spouses Status in Military Plan
- Table of Cases for Advanced Track Seminar
- PERS primer (extracted from Hedlund Amicus)
- What is Needed to Properly Complete Nevada PERS DRO
- Gillmore Excerpts
- The Gillmore Checkup
- Gillmore Gillmore and Trustee Pay-over Orders
- QDRO Side Stipulation
- ERISA & QDROs – Kennedy & Carmona Issues
- Streams – Valuation for Shared Interest Pensions
- Hold & Discovery Letter to TPA with DB & DC list of requests
- Splitting up a Nest Egg
The seminar was taught by Barbara A. DiFranza and Marshal S. Willick; admission was limited to the first 50 qualified registrants. Below is the PowerPoint presentation and copies of all referenced materials.