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Breakout Session 7 [clear filter]
Thursday, April 23
 

1:15pm EDT

Breakout Session 7A: Future Planning for Persons with Disabilities and their Families.
This session will discuss the challenges that many families face when planning for the future for a loved one with a disability. For many families the process of planning can be very confusing, and in all too many cases there is a lack of coordination between the attorney, the financial advisor, and the fiduciary leading to plans that all too often do not meet the family’s objectives. Steve will discuss the current challenges that families face, as well as future trends in government-based services that may affect the challenges that pooled trust administrators when serving their beneficiaries.

Speakers
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 1:15pm - 2:00pm EDT
TBA

1:15pm EDT

Breakout Session 7B: Happier Healthier You: Creating Meaning in Your Life
Speakers
avatar for Christy Holland

Christy Holland

Executive Director, Plan of PA
Christy is the Executive Director of PLAN of PA. In 2004 Christy was hired as a consultant to steer the organization through a time of significant uncertainty. Since then she has joined the organization and has worked with her Board and team to strengthen, revitalize and grow PLAN... Read More →


Thursday April 23, 2020 1:15pm - 2:00pm EDT
TBA