Register Now for this Virtual Learning Experience
Early Bird Rate Applies For All PFAC Member Registrations
Program
Pre Session Track – Fiduciary
(optional with additional fee)
In depth, “deep dive” learning geared toward professional fiduciaries and trust officers on making difficult disbursements, managing homes and automobiles, using ABLE accounts and Truelink cards, creating an appropriate spending plan, and much more
Pre Session Track – Attorney
(optional with additional fee)
Detailed learning for those learning the fundamentals of special needs planning, drafting first party SNTs, and understanding intersection of family law and special needs planning
General Sessions
Includes 19.5 CLE with legal specialization in estate planning, trust, and probate for the State Bar of California. General Session highlights include:
- Recent developments in special needs planning and administration
- Understanding and using Pooled SNTs
- Tips and tricks to handle difficult SNT court accounts and reports
- Using and understanding Limited Conservatorships
- Crisis planning for persons with disabilities
- Planning with the SECURE Act – a boon for special needs planners
- Taxation of third party SNTs and of beneficiaries
- Tips for mastering a special needs planning practice
FREE! 2 additional Ethics CLE through on-demand, pre-recorded webinars.
THANK YOU SPONSORS & EXHIBITORS
We encourage you to patronize those who support your specialized education. CLICK HERE for a full list of sponsors and exhibitors.
SPEAKERS AND HOSTS
Our host Kevin Urbatsch is only one of the speakers at this event. He is a nationally recognized expert in special needs planning. He has written several treatises on the subject and serves as National Director of the Academy of Special Needs Planners. He is a Fellow with ACTEC and a California Certified Specialist in Estate Planning, Trust, and Probate law.
Our host Michele Fuller is another of the nationally recognized experts on special needs planning and administration that is at the event. She runs her own not-for-profit that aids in assisting persons with disabilities. She has written and taught extensively around the country on the planning needs of persons with disabilities. We look forward to having her present at the event.
