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 LawMCLE: 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.
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.