Gary A. Shulman's Books

Qualified Domestic Relations Order Handbook, 4th Edition

By: Shulman

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Qualified Domestic Relations Order Handbook, 4th Edition

By: Shulman

Widely recognized as the definitive work on the topic, Qualified Domestic Relations Order Handbook, Fourth Edition, written by Gary A. Shulman, turns the most confusing QDRO issues into clear answers and step-by-step guidelines. Drawing on years of experience, Shulman steers you past the QDRO pitfalls, with expert tips, drafting checklists, and even a special chapter on 29 areas of high liability risk. In this volume you'll find: For Attorneys: Over 20 model QDROs for use with all types of retirement plans Comprehensive model separation agreement language that you can incorporate directly into decrees to ensure that all of the QDRO issues are properly addressed Easy-to-understand explanations for complex QDRO issues such as pre- and post-retirement survivorship, separate interest vs. shared, early retirement subsidies and supplements, coverture formulas, etc. Guidance on how to draft and administer child support QDROs Dozens of tips on how to detect potentially hazardous deficiencies in the "company model" QDRO Detailed instructions and models for dividing federal Civil Service, FERS, thrift savings plan, and military pensions For Plan Administrators: How to quickly identify flaws and interpret conflicting language in defined benefit and defined contribution plan QDROs A Comprehensive QDRO Compliance Manual (with Model QDROs) that you can adapt for your own company's use Case studies and sample multiple-choice tests to help train your QDRO review staff Streamlining tips and default procedures that will help your company expedite the QDRO Approval Process Why waste time and risk costly errors by working with scattered resources and partial information? With the QDRO Handbook, Fourth Edition, you'll save time as well as trouble. It provides fast, definitive resolutions to all your QDRO questions. And because it's designed for both attorneys and plan administrators, it helps you anticipate questions throughout the entire drafting and approval process. That means less guesswork, fewer delays and most importantly, less liability exposure. Qualified Domestic Relations Order Handbook provides everything you need to draft or administer QDROs promptly and accurately, with a superb toolkit of resources for attorneys and administrators, including: 21 QDRO models for all types of plans and conditions Step-by-step drafting guidelines Model language for specific circumstances Model discovery letters for requesting retirement plan information Sample correspondence Drafting and compliance checklists Company policies and procedures manual Appendices of related statutory provisions And much more!

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Page Count

1852

Publisher

Wolters Kluwer

Published Date

ISBN 10

1543812600

ISBN 13

9781543812602

Qualified Domestic Relations Order Handbook

By: Gary A. Shulman

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Qualified Domestic Relations Order Handbook

By: Gary A. Shulman

Distilled from years of Fortune 500 consulting practice, Shulman's administrative tools and techniques in Qualified Domestic Relations Order Handbook help plan administrators streamline the entire QDRO review and compliance process, while cutting the risk of errors, penalties, and litigation. They include model policies and procedures, review checklists, staff training cases, and more. Contains new models and guidelines for drafting airtight QDROs that speed approval, maximize your clients' rights, and steer you through the malpractice minefields of ERISA and the IRC. Author Gary Shulman begins with QDRO basics, then dissects the key elements of defined contribution and defined benefits plans. He walks you through the preparation of QDROs for different plans and conditions -- using tested models and sample language. An entire chapter highlights 17 crucial malpractice traps, followed by checklists, attorney Q&A, and tips on working proactively with plan administrators.

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2153

Publisher

Wolters Kluwer

Published Date

ISBN 10

0735559767

ISBN 13

9780735559769

Dividing Pensions in Divorce

Negotiating and Drafting Safe Settlements with QDROs and Present Values

By: Gary A. Shulman,David I. Kelley,Daniel E. Kelley

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Dividing Pensions in Divorce

Negotiating and Drafting Safe Settlements with QDROs and Present Values

By: Gary A. Shulman,David I. Kelley,Daniel E. Kelley

Dividing Pensions in Divorce: Negotiating and Drafting Safe Settlements with QDROs and Present Values provides an expert chronological analysis on every important issue regarding Qualified Domestic Relations Orders and present values. Don't lose thousands of dollars in assets by being fooled by incomplete and inaccurate pension present values - Dividing Pensions in Divorce will help you: Understand complex present value issues Draft airtight QDROs that maximize your clientsand’ property rights Prepare for trial with detailed guidance on a host of commonly litigated issues And more! Written by Gary Shulman, David Kelley and Daniel Kelley, nationally recognized pension experts with more than 60 years of combined pension and actuarial experience, Dividing Pensions in Divorce delivers proven techniques and strategies the authors have honed in drafting and reviewing over 100,000 QDROs and 80,000 present values. Benefit from their experience with: Clear, straightforward explanations of over 300 points of law, including disability pensions, the role of Social Security in dividing pensions, survivorship rights, early retirement subsidies, the coverture formula, and more Winning strategies for complying with even the most complex legal, regulatory, and legislative requirements State-of-the-art model QDROs you can easily adapt to your own cases Step-by-step analysis of how a present value is calculated Case studies, attorney's checklists, and sample questions for opposing experts And much more! Dividing Pensions in Divorce protects you with specific advice organized chronologically from the first client interview, through the discovery process and the preparation and drafting of the settlement agreements, QDROs and present values.The authors provide you with precise language, model forms and letters as well as the best (and time-tested) model QDROs in the business. Dividing Pensions in Divorce will give you the confidence to handle any challenging pension issue. It will soon be second-nature for you to: Craft a safe settlement agreement for your client that secures your client's pension benefit entitlements Argue the major pension and 401(k) issues so that your negotiations are convincing to the other side - and the court - as reasonable, fact and standard-based conclusions Understand and draft the critical language that should be included in every separation agreement Demystify the world of QDROs by reviewing the seven essential areas every QDRO must address And much more! Dividing Pensions in Divorce has been updated to include: A new discussion of the importance of getting the plan name right in your QDRO Advice on how to avoid career-tripping mistakes in present values Help in deciding whether a PBGC, IRC and§ 417(e), or other pension present value method is appropriate in your case New questions and detailed reasoning to challenge both PBGC and IRC and§ 417(e) present values New insights and case law into how to fight the double-dipping of pensions New and§ 22.25 that presents adiscussion on the topic of administrators' placing holds on participants' accounts upon receipt of andquot;Draftandquot; QDROs Revised model QDROs for defined contribution plans, addressing the commencement of benefits for the alternate payee New tax tables that will enable you to determine the tax implications of dividing a defined benefit or defined contribution plan A revised discussion on dividing railroad retirement plans to show attorneys how to guarantee payments to the

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1540

Publisher

Wolters Kluwer

Published Date

ISBN 10

0735581754

ISBN 13

9780735581753

Rightfully Yours

How to Get Past-due Child Support, Alimony, and Your Ex's Pension

By: Gary A. Shulman

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Rightfully Yours

How to Get Past-due Child Support, Alimony, and Your Ex's Pension

By: Gary A. Shulman

Offers legal advice on how to obtain the correct amount of financial support from an ex-spouse, concentrating on pension benefits, past-due alimony, and child support.

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Page Count

180

Publisher

North Vancouver, B.C. : International Self-Counsel Press

Published Date

ISBN 10

1551804042

ISBN 13

9781551804040

Gentle Giant

Every Album, Every Song

By: Gary Steel

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Gentle Giant

Every Album, Every Song

By: Gary Steel

They lasted for only a decade and never lit up the world's charts, but Gentle Giant belong in the pantheon of great progressive rock bands of the era. At times edgy and experimental, but also capable of great beauty – not to mention some of the greatest riffs known to man – the group's explorations of medieval music gave their sound its unique character. But it was the thrilling complexity of their compositions – which Frank Zappa might have called the 'statistical density' of their writing – together with the instrumental ability of its players, that make their music as potent today as it was at their peak nearly 50 years ago when albums like Octopus and The Power And The Glory helped define the progressive rock era. This book takes a microscopic look at each of Gentle Giant's eleven studio albums and provides fresh assessments of the many live and 'odds and sods' recordings. It also rounds up their existing documentary and performance footage. In doing so, it tells the story of one of progressive music's most fascinating groups and the thrilling – and occasionally tortuous – ride the Shulman brothers and key band-mates like Kerry Minnear and Gary Green experienced along the way. Gary Steel is a New Zealand-based journalist who has developed severe tinnitus from attending thousands of rock gigs in his 40-plus years of rock writing. In that time he has also interviewed a who's who of contemporary music and reviewed just about every record going for whoever would publish his pungent opinions. As a pimply adolescent with Rick Wakeman hair, he tried unsuccessfully to turn his schoolmates away from their obsessions with glam and disco and convert them to ELP, King Crimson and Gentle Giant. He has edited and published several music magazines, run his own record shop and is a late-in-life first-time Dad of young kids.

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Page Count

208

Publisher

Sonicbond Publishing Ltd

Published Date

ISBN 10

1789521130

ISBN 13

9781789521139

Rightfully Yours

How to Get Past-due Child Support, Alimony, and Your Ex's Pension

By: Gary A. Shulman

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Rightfully Yours

How to Get Past-due Child Support, Alimony, and Your Ex's Pension

By: Gary A. Shulman

Offers legal advice on how to obtain the correct amount of financial support from an ex-spouse, concentrating on pension benefits, past-due alimony, and child support.

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Page Count

180

Publisher

North Vancouver, B.C. : International Self-Counsel Press

Published Date

ISBN 10

1551804042

ISBN 13

9781551804040

Book's by Gary A. Shulman

Qualified Domestic Relations Order Handbook, 4th Edition

Qualified Domestic Relations Order Handbook, 4th Edition

Qualified Domestic Relations Order Handbook

Qualified Domestic Relations Order Handbook

Dividing Pensions in Divorce

Dividing Pensions in Divorce

Rightfully Yours

Rightfully Yours

Gentle Giant

Gentle Giant

Rightfully Yours

Rightfully Yours

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