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Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge.

A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s.

Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges.

Financial planning can be complex, but when a family has a loved one with special needs it can be even more complicated.

Internet-based accounts and applications have grown at an extraordinary rate.

This session will introduce attendees to a series of MCLE programs and resources created by the Arc of California with the assistance of the Golden State Pooled Trust to assist families.

The most basic goals of any administration for a fiduciary are to distribute the right assets to the right people without getting sued.

Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.

Presentation by the County Clerk regarding the 2022 Changes

An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above.