Pension Valuations and the Audit Trail within Family Law Software

3.38 (8 votes)

Recorded On: 07/16/2019

During this session, we will discuss defined benefit pension valuations and the coverture calculation. Key topics to be covered include:

  • What are the determinants of pension value? 
  • When would you valuate a pension, as opposed to using a QDRO? 
  • What is a mortality table and what table should you use? 
  • What is the coverture fraction? 
  • How must the coverture fraction coordinate with the monthly benefit used in the valuation? 

Daniel Caine

Founder, Family Law Software

Daniel Caine is a Massachusetts-based attorney and is an active founder of Family Law Software, Inc., along with Wendell Smith, both of whom were also partners in the company that developed the critically-acclaimed and best-selling income tax software program “TaxCut,” which was sold to H&R Block, and who continue to market the product today.

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