MCLE Training: Special Needs Trusts or Spend Downs?

June 10, 2014
5:30pm - 7:00pm
San Francisco Bar Association Board Room

$60k Dilemma: Special Needs Trusts or Spend Downs?

  • Tuesday, June 10, 5:30-7:00pm
  • Presented by Steve Dale, Esq.
  • Bar Association of San Francisco, 301 Battery Street, 3rd Floor, Board Room, San Francisco, CA 94111
  • 1.5 General CLE Credits
  • Overview: This training will explore situations in which a client on benefits receives a large sum of money, and what options the client has to prevent losing those benefits. It offers an in-depth overview of many of the elements affecting a Special Needs Trust including basics benefits, eligibility, Medicare, etc. with information specific to California.

To RSVP, please e-mail

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