The Family Law Section presents
Don’t Sue Me!
A Family Law Attorney’s Guide to Retirement Accounts
| Date |
Tuesday, May 19, 2026 |
| MCLE Registration |
11:30 a.m. - 12:00 p.m. |
| Virtual Program |
12:00 - 1:15 p.m. |
| MCLE |
1 Hour of Family Law Specialization |
Join for a refresher on the various rules and taxes governing different types of retirement accounts, case studies highlighting common errors, how to reduce liability, and of course MCLE.
This guide to retirement accounts and QDROs for Family Law Attorneys makes use of case studies and real stories of property settlements with errors, sometimes disastrous, due to lack of understanding and educates Family Law Attorneys about common errors that could increase their risk exposure. The nuances amongst and between qualified plans, non-qualified plans, and IRAs will be covered.
Speaker
   |
Katy Chai, CDFA, CPA
DirectPath Financial |
Topics
- Define common retirement plan types and terminology:
- Defined Contribution
- Defined Benefit
- Qualified/Non-Qualified
- Roth
- Rules associated with different retirement plans types (list above), including taxation, importance of knowing the rules, with examples
- The potential landmines with QDROs, with examples
Section Chair
Don Emley, Emley Law Office
Interested in sponsorship opportunities? Email events@sfbar.org
For a printable sponsorship form, click here.
Event Code: G260905
For a printable flyer, click here.
For related events, click here.
Cost
| FREE |
BASF Law Student |
| $50 |
Section Member |
| $60 |
BASF Member |
| $75 |
All Others |
| |
All prices increase $10 on the day of the program |
| |
Join or Renew Today and Save! |
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Program Access
A link to access the Zoom webinar will be sent in your confirmation e-mail prior to the start of the event. If you do not receive login credentials, please double check your Spam Folder. If you have any trouble, please contact cle@sfbar.org as soon as possible before the program starts so we can assist with troubleshooting. You may need to consult your local IT technician for connection issues.
Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. Thank you for your support.
Substitution, Cancellation, and Refund Requests
For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will be deducted from your refund. Please complete the Event Cancellation Form.
If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.
MCLE Notice
To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103
Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.