Register Now for this Virtual Learning Experience
Early Bird Rate Applies For All PFAC Member Registrations
(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
(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
Includes 19.5 CLE with legal specialization in estate planning, trust, and probate for the State Bar of California. General Session highlights include:
FREE! 2 additional Ethics CLE through on-demand, pre-recorded webinars.
We encourage you to patronize those who support your specialized education. CLICK HERE for a full list of sponsors and exhibitors.
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.
May 5 – 8, 2021
Hotel Del Coronado, San Diego, CA
May 4 – 7, 2022
Disneyland Resort Hotel, Anaheim, CA
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