At Dale Law Firm, PC

Date: Thursday, May 24, 2018
Time: 3:00 – 5:00
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

To register, contact Shelley at shelley@dalelawfirm.com / (925) 826-5585

This session will review issues of administering a special needs trust which is subject to oversight by the Court.  Topics will include record-keeping, preparation of court accountings, bond, investment restrictions, distribution authority and advance court approval for certain expenditures.

 

*This presentation is for educational purposes only and is not meant as a substitute for legal counsel