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Thursday, April 23 • 2:00pm - 3:00pm
Breakout Session 8A: Discussion of the Proposed Council of Pooled Trust Practitioners

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Stephen W. Dale will discuss the current initiative headed by Stetson School of Law to establish a council of pooled trust administrators to create an organization that would be able as a body to maintain a standards of practice for pooled trusts to adhere to, and in turn be able represent the pooled trust profession concerning policies and future legislation. The presentation will be followed by a panel to lead a discussion about how this council would affect the pooled trust profession.

avatar for Steve Dale

Steve Dale

Trustee, Golden State Pooled Trust
Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.Mr. Dale... Read More →

Thursday April 23, 2020 2:00pm - 3:00pm EDT