May 2025 Conference Session: The Tsunami of Malpractice - A Look at QDRO Preparation

Approved for 1 CDFA & CFP CE Credit

This is a 1 hour presentation on QDRO malpractice issues and malpractice avoidance, emphasizing how to resolve complex issues.

Malpractice doesn’t always involve a party to a divorce predeceasing the other, and the money is gone. Malpractice can result from poorly drafted QDROs, poorly drafted settlement agreements, or anything resulting in erroneous distribution, or none at all.

The goal is to keep a client, any client, from coming back into your office 20 years from now asking where did their awarded share go?

This presentation gives you peace of mind with tips and tricks (disclosures) to better advise your attorney clients. Be the hero - not the victim.