Special Needs Trusts: Local East Bay Event

Setting up a special needs trust for your child is a complex situation requiring expert advice. I am not that expert! However, I did hear about an upcoming event, and since I’m not affiliated with this group, I’m pulling directly from the flier they sent me. 

The event takes place on June 9, 2010, from 6:30 to 8:30 PM, to be held at Fremont Bank’s Bankers Building, 7611 Niles Blvd., Fremont, CA 94536. Topics to be discussed include:

• The Benefits of a Special Needs Trust

• What assets can be used to fund the Trust

• Choosing the right Trustee

• How California’s Budget Crisis will affect our Special Needs

The speaker for this event, Stephen Dale, received his law degree in 1982 and teaches courses on special needs trusts and trust administration to the public, financial professionals and other attorneys.  He is a national member of the “Special Needs Alliance” of attorneys and has written several publications related to special needs planning.

For more information on this presentation, call (800) 504-4721.