PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Stephen W. Dale, Esq.
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Stephen W. Dale, Esq.
Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm provides quality estate planning to clients with a special focus on the needs of persons with disabilities and their families.
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.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0
Presented Date: June 1, 2023
Nationally recognized experts will cover all aspects of discretionary distribution requests made from beneficiaries of Special Needs Trusts (SNTs), Discretionary Trusts and Conservatorships.
Member Price: $75
Non-Member Price: $105
CE Awarded:
1.5
Presented Date: August 25, 2020
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence.
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0
Presented Date: May 15, 2018
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/
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