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.
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 →
The Charting the LifeCourse Framework was created “by families, for families” to help individuals and families of all abilities and all ages develop a vision for a good life, think about what they need to know and do, identify how to find or develop supports, and discover what it takes to live the lives they want to live. Individuals and families may apply the framework to their current situation and stage of life and to look ahead to think about life experiences that will help move them toward or maintain an inclusive, productive life in the future. The presenters will guide the audience through key concepts of the framework and address the ways it can be used to inform the planning process, to problem solve, and help identify what needs to be in place for people to lead their best lives now and into the future.
