Meeting Title:
What You Don't Know WILL Hurt You -- AND YOUR CLIENTS TOO!

Meeting Description:
In-person lunch meeting. Fiduciaries and attorneys only.Identifying Fiduciary Scenarios that Demand Expert High-Level Medi-Cal and Other Benefits Planning. Discussing the big game-changers in Special Needs and Medi-Cal for 2023 and the ramifications of those changes.Planning, what's better, the first-party trust or the third-party trust? Using special needs trusts wisely.

Speaker:
Terry Magady

CEU & MCLE:
Trusts: 1.0/1.0

Meeting Date:
Wednesday, June 28, 2023

Meeting Time:
12:00 PM - 1:30 PM

Meeting Address:
Glen Oaks Escrow
13949 Ventura Blvd Ste 320 Sherman Oaks, CA 91423

Type Of Meeting:
Fiduciaries and Attorney's Only

Meeting Price:
Members: $30
Student: $10

Food:
Yes

Menu:
Buffet Style - Serve Yourself

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

Thank you to our Sponsors:
Lina Ghazalian

For More Information Contact:
Brad Kuechler
[email protected]