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Co-hosted Orange County | Long Beach Meeting - POTENTIAL MINEFIELDS IN SNT ADMINISTRATION
Orange County - Costa Mesa Country Club
1701 Golf Course Drive
Costa Mesa, California 92626
United States
Wednesday, June 05, 2019, 8:00 AM - 9:30 AM PDT
Category: Chapter Meetings

Meeting Title:
POTENTIAL MINEFIELDS IN SNT ADMINISTRATION

Description of the meeting:
Things to look for that could cause difficulties in administering Special Needs Trusts.

This will be a co-hosted meeting by the Orange County and Long Beach Chapter's. 

Speaker's Name:
Fay Blix
Attorney at Law

Amy E. Haupert
Attorney at Law

CEU & MCLE:
Trusts: 1.0


 Click Here to Register


Meeting Cost:
Member: $20
Non-Members: $30
Student Pricing: $20

Will food be served?
Yes

Food and Menu Details:
Buffet Breakfast

Who Is this Event for:
Beginning to Intermediate


AGENDA

  1. Call To Order - 5 minutes (includes allowance for obtaining breakfast)
  2. Introductions – 5 minutes
  3. Approve Minutes of March 12, 2019 Meeting - 2 minutes
  4. Treasurer's Report and Approval - 3 minutes
  5. Announcements - 5 minutes
  6. Introduce Speakers: Introduce Fay Blix and Amy Haupert, Attorneys - - 5 minutes
  7. Presentation: 60 minutes (includes Q&A)
  8. Motion To Adjourn 10 minutes (includes collection of evaluation forms)
  9. Attendance Forms
  10. Evaluation Forms

Contact: Laura Lane - [email protected] - 714.662.3000 | Stacey Haft [email protected] 949.335.7085