Upcoming Speaking Engagements

Contact Us for More Information

ERISA Litigation Trends in 2017 and Beyond: Delving Deeper 

Speaker: Corey F. Schechter

Date: Wednesday, December 7, 2016
Time:  12:00pm to 2:00pm (PST) 
Course Fee: Registration is FREE courtesy of Butterfield Schechter LLP. Please note, complimentary passes are available for the first 30 registrants. Once all of the passes are used, attendees can register for the deeply discounted rate of $25 each courtesy of Butterfield Schechter LLP. TO REGISTER: https://gkc.memberclicks.net/index.php?option=com_mc

Note: CLE/CPE/CE credit requires a minimal Certificate of Attendance processing fee of $49 per participant (normally paid by the attendee) if credit is needed to apply to the bar.

NCEO 2017 Employee Ownership Conference

Speaker: Marc S. Schechter

Date: Tuesday, April 4, 2017 to Thursday, April 6, 2017 (preconference is April 3, 2017)
Course Fee: TBA
Topic/Track: TBA

Past Speaking Engagements

NCEO 2016 Employee Ownership Conference

Speaker: Marc S. Schechter
Topic: Should Companies Use Pre-Approved ESOP Documents or Individually Designed Plans?
Track: ESOPs: Beyond the Basics, Compensation and Benefits
Date: Wednesday April 13, 2016
Time: Concurrent Session 6, 11:15am-12:00pm
Location: Minneapolis, MN

2015 Employee Ownership Conference

April 21-23, 2015, with pre-conference sessions on April 20.
Speaker: Marc S. Schechter
Topic: Broad Based Incentive Plans
Track: Compensation and Benefit Practices/Alternate Plans
Date: Tuesday, April 21st, 2015
Time: Concurrent Session 3, 3:30-4:45pm
Location: The Sheraton Denver Downtown Hotel, Denver, Colorado

Western Pension & Benefits Council – San Diego Chapter

Seminars on Demand: Winter 2014
Tuesday, December 09, 2014
Speaker: Marc S. Schechter
Topic: Overview Of Automatic Rollovers And New Rules On After Tax Rollovers
Time: 8:30 AM - 11:30 AM (PST)
Location: Foley & Lardner, 3579 Valley Center Drive, Suite 300, San Diego, CA 92130
Event Link: http://www.wpbcsandiego.org/event-1803491

2014 California/Western States Chapter Conference

Wednesday, October 09, 2014 - Friday, October 10, 2014
Speaker: Marc S. Schechter
Track B: Experience with ESOPS
Session: 2B: Benefit Distributions
10:30-11:45am; Thursday, October 9, 2014
Location: Disney's Grand Californian Hotel® & Spa, Anaheim, California
Download: Event Presentation [PDF]

National Business Institute

May 20, 2014
Speaker: Robert K. Butterfield
Topic: Tax Exempt Organizations From Start to Finish
Location: Embassy Suites San Diego Bay-Downtown, 601 Pacific Hwy., San Diego, CA 92101
Time: 8:30 a.m. - 4:40 p.m.

The NCEO/Beyster Institute 2014 Employee Ownership Conference

Expert Roundtable Luncheon
Facilitator: Marc S. Schechter
Topic: Indemnification and Fiduciary Insurance
Date: Thursday, April 9, 2014
Time: 12:00 noon-1:15 p.m.

The NCEO/Beyster Institute 2014 Employee Ownership Conference

Speaker: Marc S. Schechter
Topic: Basic ESOP Financing
Date: Tuesday, April 8, 2014
Time: 10:30-11:45am
Location: Marriott Marquis Hotel, Atlanta, Georgia

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.


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.


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.