(Earn MCLE credit, please use this link to download MCLE Credit Form.)
March 26 | Housing Issues for Beneficiaries of Special Needs Trusts w/ Stephen W. Dale (register)
April 30 | Special Needs Trusts in California and CalABLE w/ Anne Osborne and Stephen W. Dale (register)
May 28 | Practical Tips for Protecting Public Benefits & Trusts to Maximize Settlements w/ Tanis Kelly (register)
June 25 | Student/Family Rights under the IDEA & Section 504 of the Rehabilitation Act w/ Cheryl Theis (register)
KTLP 2 Information and Resource
KTLP 1 Intro to Lanterman Act and the IPP
Private Fiduciary Best Practices with guest speaker Meredith Taylor | VP of PFAC, and Principal Fiduciary at IMT Associates
Unique Issues for Special Needs Trusts in California and CalABLE
What the Social Security Administration Considers When Evaluating Whether a Trust is a Resource: Francesco Benavidas
Maximizing Social Security Benefits for Special Needs Families with Avram Sacks
Housing Rights with Families with Special Needs Children
Working From Home with Mr. Robert Nuddleman, Esq. (not eligible for MCLE credit)
Paying Right! Common Wage and Hour Pitfalls with Robert Nuddleman
Practical Tips on Protecting Benefits and Trust in Order to Maximize Settlements with Melissa Baldwin and Stephen W. Dale
The $60,000 Dilemma - Alternatives Before Establishing a 1st Party Trust with Stephen W. Dale
Housing Issues for Beneficiaries of Special Needs Trusts with Stephen W. Dale
Complexities of Employment Law with Rachel Green
Student and Family Rights Under the IDEA and Section 504 with Cheryl Theis from DREDF
Tax Wise Planning/Funding Special Needs Trusts with IRAs with Stephen W. Dale
Review of the Revised Special Needs Trust POMS with Ken Brown
Introduction and Implementation of Supported Decision Making with Clarissa Kripe, MD and Patricia Mejia, UCSF Office of Primary Care