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Meeting Title:
A Private Fiduciary's Guide to Administering a California Special Needs Trust

Meeting Description:
Ellen Cookman, Esq. of Cookman Law, PC will present on "A Private Fiduciary's Guide to Administering a California Special Needs Trust. From why you may wish consider serving as trustee, to reviewing key terms of an SNT, to an overview of public benefits and ABLE accounts, learn more first-hand to an expert on SNTs!

Be sure to register by Noon, Thursday, June 15 -- as space is limited to 30 seats and we cannot guarantee room for walk-ins (limited to 30 attendees). Please be registered and seated by 11:50am. Our meeting agenda is as follows:11:30am - 11:50am: registration, networking, placement of lunch orders11:50am - Noon: sponsor remarksNoon - 1pm: education presentation1pm - 1:30pm: San Mateo PFAC chapter business meeting (fiduciaries/student fiduciaries only). Please bring a check for $35 payable to PFAC for payment.

Speakers Name:
Ellen Cookman, Esq.

CEU:
Trusts: 1.0 

Date:
Friday, June 16, 2023

Time:
11:30AM - 1:30PM

Venue Name:
Hobee's
1101 Shoreway Road
Belmont, California 94002

PFAC Members Only:
No

Meeting Price:
Members: $35
Non-Members: $35

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Yes

Food and Menu Details:
There will be a set menu and a vegetarian option will be available.

Thank You To Our Sponsor:

For More Information Contact:
Brad Kuechler
[email protected]