Upcoming Speaking Engagements

Contact Us for More Information

ERISA 101: Fiduciary Investment Basics & Compliance MCLE

Speaker: Marc S. Schechter, Esq.& Kristine M. Custodio, Advanced Certified Paralegal

Date:Saturday, June 23, 2018
: 3:30 p.m.-4:30 p.m. PST

Location: Atrium Hotel (John Wayne - Orange County Airport), 18700 Mac Arthur Boulevard, Irvine, California 92612

Registration Information: Click here for event and registration information. Visit the California Alliance of Paralegal Associations (CAPA) at www.caparalegal.org for more information about the CAPA 30th Annual June Education Conference.

NCEO 2018 Employee Ownership Conference

Speakers: Marc S. Schechter 

Topic: Considerations Involving ESOP Acquisition Transactions Following an Initial Transaction
Track: ESOPs: Beyond the Basics
Date:Wednesday, April 18, 2018
:10:30 am-11:45 am ET

Location: The Atlanta Marriott Marquis Hotel, 265 Peachtree Center Avenue, Atlanta, GA 30303
Registration Information: Click here for event and registration information.    

Past Speaking Engagements

Decoding the QDRO: How to Read and Understand Your Client's QDRO MCLE

Speaker Corey F. Schechter 

Date: Wednesday, April 4, 2018
: 6:00 pm-7:00 am PT

Location: University of San Diego, 5998 Alcala Park, San Diego, CA 92110
Registration Information: Click here for event and registration information. 

ERISA 101: A Closer Look at Employee Benefits Law MCLE - WEBINAR

Speaker Paul D. Woodard, Esq. & Kristine M. Custodio, Advanced Certified Paralegal

Date:Wednesday, March 28, 2018
: 12:00 pm-1:30 pm PT

Registration Information: Click here for event and registration information. 

Decoding the QDRO (How to read and understand your client’s QDRO) presented by Divorce Mediation Group
Speakers: Marc S. Schechter and Corey F. Schechter

Date: Tuesday, January 16, 2018
Time: 5:30 pm-7:30 pm PST (*Happy Half-Hour from 5:30 – 6:00)
Location: Divorce Mediation Group, 530 B Street, Conference Room 1100, San Diego, CA 92101
Registration InformationClick here for event and registration information.  

You will learn about:

  • What is a QDRO and what does its preparation entail?
  • Ensuring the MSA and QDRO speak the same language
  • Important updates regarding division of military retirement benefits 

Opening remarks by Bill Eddy, Esq., LCSW, mediator with Divorce Mediation Group

Cost: No fee.

1.5 MCLE credits

For more information or to register contact Kim Werner: 619.238.2400 ext. 223 or [email protected] 

The Knowledge Group LIVE Webcast - Employee Stock Ownership Plans (ESOPs): Latest Trends and Developments in the 2017
Panelist: Marc S. Schechter

Date: Thursday, June 1, 2017 
Time: 12:00 pm-2:00 pm PST
Registration InformationClick here  for event and registration information.  

NCEO 2017 Employee Ownership Conference
Speaker: Marc S. Schechter

Date: Wednesday, April 5, 2017 (Conference Dates: Tuesday, April 4, 2017 to Thursday, April 6, 2017 (preconference is April 3, 2017))
Time: Concurrent Session 7, 1:30 pm-2:45 pm MST
Topic/Title: How ESOP Companies Utilize Their Equity Value to Sustain Long Term Employee Ownership
Track: Compensation and Benefits
Denver, CO

Facilitator: Corey F. Schechter

Date: Wednesday, April 5, 2017 (Conference Dates: Tuesday, April 4, 2017 to Thursday, April 6, 2017 (preconference is April 3, 2017))
Time: 12:15 pm-1:15 pm MST
Topic/Title: Roundtable Discussion (Table 28): DOL Investigations
Location: Denver, CO

Registration Information: For more information and to register, go to the NCEO website (www.nceo.org) or call the NCEO at 510-208-1300. We urge interested companies to register soon, as this conference often sells out in advance!
Butterfield Schechter LLP is proud to be sponsoring this conference. As a sponsoring organization, we are able to offer our clients and contacts the following discount codes which can be inserted into your registration form:

  • $35 off the price of the main conference per attendee (17Save35Main)
  • $25 off the price of any of the preconference sessions per attendee (17Save25PreCon)
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) 

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: 10:30-11:45 am
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.