Meeting Title:
Legal Counsel for the SNT Trustee May Become Extinct - New Changes at the SSA and How They Affect You

Meeting Description:
Juliette Robertson, Principal Attorney at Robertson Law Group, will introduce upcoming changes in regulations affecting SSI beneficiaries. The presentation will serve as an overview of the POMS changes, including "attorney killer" language and the associated risks of non-compliance. Juliette will outline the changes to the SSA fee approval process and will provide examples of actions subject to the new regulations. We will discuss potential long-term effects of these changes, and save time for questions and answers.

Meeting Description:
Ms. Robertson started her legal career in health care litigation and hospital administration which has been integral to her success in estate and special needs planning and litigation. She began working in Trusts and Estates in 2010 and is the owner and principal attorney of the Robertson Law Group firm. She earned her certified specialist status in 2015. Ms. Robertson attended UCLA; she earned a Masters of Public Health degree from Boston University School of Public Health; and she earned a Juris Doctorate degree from UOP, McGeorge School of Law, with Honors in Trial Advocacy. Ms. Robertson is admitted to and a member of numerous legal and professional organizations. She is actively involved in the Placer County community as both an advocate and a volunteer.

Speaker Name:
Juliette Robertson Esq.

Sponsor:
Patrick "PJ" Johnson, CLU, CLTC
CPS Sacramento Insurance

CEU & MCLE:
Person: 1.0

Click Here to Register

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-Members: $25

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes

Food and Menu Details:
Buffet of salads and sandwiches, coffee, tea, water, and the best cookies in the world.

Agenda

• 11:30AM - 12:00PM : Gather, socialize, buffet lunch served

• 12:00PM - 1:00PM : Program: Legal Counsel for the SNT Trustee May Become Extinct - New Changes at the SSA and How They Affect You
  Handouts, Evaluations and CEU's
  Meeting Announcements
  Close of Program