Wills for Heroes Event for Firefighters in Ramona

Contact Us for More Information

Susan meter 2

On Saturday, June 8, 2013, Attorney Susan L. Meter, along with her co-chair Dan Heilbrun, held a Wills for Heroes event for the firefighters and their spouses in Ramona. After several years of obstacles, Ms. Meter has finally achieved the goal of making Wills for Heroes a successful event that will now be an ongoing program holding quarterly events for first responders in San Diego County.

After postponing the event originally scheduled for May 4 due to fires in Los Angeles County, a total of 14 firefighters and their spouses were provided with estate planning documents at Saturday's event in Ramona. To give more firefighters an opportunity to participate, the Wills for Heroes program will go back to Ramona in the winter when there is typically less fire activity.

The Wills for Heroes program provides free simple estate planning documents for first responders. Wills for Heroes first partnered with the San Diego County Bar Association in 2008. For more information about the Wills for Heroes national program, you can visithttp://www.willsforheroes.org/.

The next event is expected to take place in or around September 2013. If you are a member of the San Diego County Bar and would like to join the Wills for Heroes Committee, please visit http://www.willsforheroes.org/.

Visit the San Diego County Bar Association website to find out about upcoming events.

Retirement Plans

We help establish a customized plan that meets regulatory requirements as a tax qualified plan. Following implementation, our attorneys can assist clients and their plan administrator with regular reviews and updates to help with regulatory compliance for the plan's operation, and continued effectiveness in meeting the client's specific goals.

ESOPs

We are dedicated to employee ownership. When you come to us for ESOP services, you receive influential legal counsel who stand beside you to help you stay informed, in compliance, and abreast of the latest developments-all to help you realize your plan goals as fully and effectively as possible.

QDROs

A QDRO is a specially designed court order that is required for the division of retirement benefits in a family law case. Many family law attorneys do not possess the expertise necessary to divide retirement benefits or stock options upon divorce. We have extensive experience in dividing qualified plans, government plans, IRAs and stock options between the employee spouse and non-employee spouse.

Butterfield Schechter LLP provides the information in this website as a service to its clients and visitors to the site. This website is for information purposes only and is not intended to create, and receipt of it does not constitute, an attorney-client relationship. The information in this website is provided "as is," and while the information in this website is updated periodically, additional facts or future developments may affect subjects contained herein, and no guarantee is given that the information provided is correct, complete, or up-to-date. Seek the advice of professional counsel before acting or relying upon any article, form, or information in this web site. To ensure compliance with the requirements imposed by the United States Treasury and the Internal Revenue Service, we inform you that any federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of: (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another person any transaction or matter addressed herein. Butterfield Schechter LLP has endeavored to comply with all known legal and ethical requirements in compiling this website. In the event that this communication does not conform with any laws or regulations of any state or country in which it may be received, Butterfield Schechter LLP will not accept legal representation based on this communication from a person in such a state or country. Electronic mail is provided as a convenience in communicating with the attorneys at Butterfield Schechter LLP. Contact by e-mail does not alone create an attorney-client relationship. Please remember Internet e-mail is not secure and messages sent to the firm or any of its employees or attorneys should not contain sensitive or confidential information. Thank you for visiting our site.

Menu