Meeting Title:
How to Read a Trust/Special Needs Planning/Selecting an Assisted Living Location

Description of the meeting:
Join us at the first quarterly Inland Empire meeting of the year to receive 3 CEU credits. There will be 3 different presenters. Rick Fenelli, Estate Planning Attorney at Fenelli Law, will present How to Read a Trust. Jeff Nickerson, Estate Planning Attorney, will present on Special Needs Planning, and Morgan Cadmus, Executive Director at Regency Fallbrook, will present on Selecting an Assisted Living Location.

Speaker's Name:
Rick Fenelli
Jeff Nickerson
Morgan Cadmus

CEU:
Person: 1.0
Trusts: 2.0

MCLE:
Person: 1.0
Trusts:2.0

Click Here to Register

Venue Name:
Royal American Financial

Venue Address:
27192 Newport Rd,
Suite 4
Menifee, CA 92584

Meeting Cost:
Member: $35
Non-Members: $45
Student Pricing: $15

Will food be served?
Yes

Food and Menu Details:
TBD

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

Additional Information:
Registration will be online only and the presentation will be in person only. Please register by March 18th to guarantee that you will receive a lunch.

AGENDA

10:30am – Introductions – 15 minutes - Introduce Marguerite Lorenz and Joe McMackin as new officers and Robin Shea’s new position

10:40am – Presentation 1 – 60 minutes – Rick Fenelli will present How to Read a Trust

11:40am – Pass out lunch – 5 minutes

11:45am – Presentation 2 – 60 minutes – Jeff Nickerson will present Special Needs Planning

12:45pm – Presentation 3 – 60 minutes – Morgan Cadmus will present Selecting an Assisted Living Location