Kevin Urbatsch will provide an update regarding special needs planning, including an overview of the new SSA Trust Review Team, 2018 changes to the SNT’s Program Operations Manual Systems (POMS), the Special Needs Trust Fairness Act, ABLE accounts, etc. and answer questions you may have about special needs planning.
We welcome Fremont Bank as sponsor of this luncheon seminar.
Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour MCLE.
Registration and Information: Please login on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at firstname.lastname@example.org or fax (510) 588-4543. For questions about this event, please email email@example.com or fax (510) 588-4543.
If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Barbara Guzman or bring a check with you to the event. *Please note what event you are paying for and the name of the attendee.
Your MCLE certificate will be available on your SMCBA profile after the event.