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San Mateo - Practical Considerations for Fiduciaries with SSI Clients
San Mateo - Hobee's
1101 Shoreway Road
Belmont, California 94002
United States
Friday, November 15, 2019, 11:30 AM - 1:30 PM PST
Category: Chapter Meetings

Meeting Title:
Practical Considerations for Fiduciaries with SSI Clients

Meeting Description:
Are you familiar with reporting deadlines for Medi-Cal and SSI? Have you ever assisted a client with a redetermination? Learn about practical considerations that you -- and your attorneys -- should be well-versed in when working with SSI clients. Attorney Patricia Tobin specializes in Disability and Elder Law and will address these and other issues at our November meeting.

Please make sure to complete ALL registration steps (you should receive a confirmation email upon completion).
Please RSVP by Noon on Thursday, November 14 so that we can provide an accurate head count to the venue.
Walk-ins are welcome if space is available.
Our meeting agenda is as follows:
-11:30-11:50am - Networking and Placement of Lunch Orders
11:50am - Noon - Introductions and Sponsor Remarks
Noon - 1pm - Speaker Presentation-
1pm-1:30pm San Mateo PFAC Chapter Business (PFAC fiduciary and aspiring fiduciary members only)
Please bring a $35 check payable to PFAC.

Speaker Name:
Patricia Tobin
Law Office of Patricia Tobin

Sponsor:
Walter Ricci
Hamilton, Ricci and Associates

CEU:
Estate: 1.0


Click Here to Register


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:
Our ordering system is as follows:
Look for menu board in back of the room
Select 2 poker chips to match your desired menu item
Place 1 poker chip in box next to menu board (to inform kitchen of your order)
Place 1 poker chip in front of you during meeting (to inform server of your order)


Contact: Erin Markey - [email protected] - 4154832620