The SBCBA Family Law Section Presents: “Beyond the QDRO: Retirement Assets in the Complex Divorce” with Christine P. Roberts

Christine P. Roberts will be presenting at this Santa Barbara County Bar Association event on Wednesday, July 24 at Noon.

The SBCBA Family Law Section Presents:
“Beyond the QDRO: Retirement Assets in the Complex Divorce”

When: July 24, 2019 at Noon
Where: Santa Barbara College of LawChristine P RobertsMCLE:  1.0 General MCLE

Speaker(s):  Christine P. Roberts

About the Event:  Join us for a presentation by Ms. Roberts on retirement assets in the complex divorce. Ms. Roberts will discuss:

  • Plans maintained by family-owned businesses – using compliance liability in the property settlement process.
  • Beneficiary designation issues – what you don’t know or do may hurt you.
  • Effect on dissolution of marital status on plan’s ERISA status.
  • Effect of overfunded benefit plans – how to avoid paying $0.91 cents every dollar of overfunding to the government.

Price: $35

Contact Information/RSVP: Please send check payable to the Santa Barbara County Bar Association c/o Renee M. Fairbanks, CFLS, at 226 E. Canon Perdido Street, Ste. F, Santa Barbara, CA 93101, no later than July 17, 2019.

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The SBCBA Family Law Section Presents: “Beyond the QDRO: Retirement Assets in the Complex Divorce” with Christine P. Roberts

Christine P. Roberts will be presenting at this Santa Barbara County Bar Association event on Wednesday, July 24 at Noon. The SBCBA Family Law Section Presents: “Beyond the QDRO: Retirement...

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