Click on title below to be taken to information on this workshop:
Special Needs Trusts Workshop for Families and Prof. - May 16
Special Needs Trusts for Professionals - June 15
Limited Conservatorships - July 18
Upcoming educational workshops for:
SPECIAL NEEDS TRUSTS
A Workshop for Families and Professionals serving the Special Needs Community
Three dates to choose from:
May 16
6:00 pm - 8:00 pm
The Dale Law Firm, PC Conference Room
127 Aspen Dr., Pacheco, CA
* New clients will receive a discount on their estate planning if they attend a workshop, watch an on-line video or view a free educational DVD from The Dale Law Firm, PC
To register for workshops,
contact Shelley Sunseri at (925) 826-5585
or by writing shelley@dalelawfirm.com
LIMITED CONSERVATORSHIPS
July 18, 2012
6:00 p.m. - 8:00 p.m.
The Dale Law Firm, PC - Conference Room
127 Aspen Dr., Pacheco
This presentation will explain what a Limited Conservatorship is and
under what circumstances it can
assist families in protecting assets and
benefit eligibility.
To register, please contact Shelley Sunseri at:
(925) 826-5585 or by writing: shelley@dalelawfirm.com
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PROFESSIONALS
Special Needs Trusts for Professionals
June 15, 2012
1:00 pm - 4:00 pm
The Contra Costa ARC
1340 Arnold Dr., Suite 127, Martinez, CA 94553
$100 Registration Fee – all proceeds will be donated to the Contra Costa ARC.
This workshop is available for Life Insurance and Financial Professionals and Trustees and qualifies for 3 hours of MCLE credit from: The California Department of Insurance, The State Bar of California and The Certified Financial Planner Board of Standards.
To register, please contact Shelley Sunseri at:
(925) 826-5585 or by writing: shelley@dalelawfirm.com
We regularly schedule MCLE courses on a variety of trust administration and benefits issues. Please contact us if you are interested in attending or arranging for a presentation for your organization at shelley@dalelawfirm.com or by calling (925) 826-5585
We Are Proud Members of the The Special Needs Alliance, or SNA is a national network of lawyers dedicated to Disability and Public Benefits Law. Families rely on SNA as the best way to connect with the nearest lawyer with proven expertise in maintaining public benefits for their loved ones - as well as for reinforcement in protecting the lifestyle and future of their clients who are permanently disabled as a result of personal injury or medical malpractice - while simultaneously reducing their exposure to professional liability.
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