Tag Archive for: 1st Party Trust

The $60,000 Dilemma

The topic for the next GSPT webinar is The $60,000 Dilemma – Alternatives Before Establishing a 1st Party Trust from 11:30 am to 1:00 pm on Tuesday, August 20 with Stephen W. Dale. Specifically, this session will go over options for individuals on government benefits who receive a large cash inheritance or settlement.  The use of an ABLE account will also be considered through a series of case studies

The presentation will be one hour followed by 30 minutes for Q&A.  There is no cost to participate and qualifies for 1 hour of MCLE Credit by the State Bar of California.

To participate online, please link to https://vimeo.com/350222239 on August 20, at 11:30 am PST.

This will be a live webinar so you will have the opportunity to ask questions through online chat if viewing with a PC.  If utilizing a mobile device, you will need to submit questions to amy@gspt.org  during the presentation.

If you would like to receive a copy of the slides or obtain MCLE credit, or have any questions, please send an email to amy@gspt.org