august, 2019

20aug11:30 am1:00 pmThe $60,000 DilemmaAlternatives Before Establishing a 1st Party Trust

Event Details

The topic for the next GSPT webinar is The $60,000 Dilemma – Alternatives Before Establishing a 1st Party Trust from 11:30 am to 1:00 pm on Tuesday, August 20 with Stephen W. Dale. Specifically, this session will go over options for individuals on government benefits who receive a large cash inheritance or settlement.  The use of an ABLE account will also be considered through a series of case studies

The presentation will be one hour followed by 30 minutes for Q&A.  There is no cost to participate and qualifies for 1 hour of MCLE Credit by the State Bar of California.

To participate online, please link to https://vimeo.com/350222239 on August 20, at 11:30 am PST.

This will be a live webinar so you will have the opportunity to ask questions through online chat if viewing with a PC.  If utilizing a mobile device, you will need to submit questions to amy@gspt.org  during the presentation.

If you would like to receive a copy of the slides or obtain MCLE credit, or have any questions, please send an email to amy@gspt.org

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Time

(Tuesday) 11:30 am - 1:00 pm

Organizer

Stephen W. DaleStephen 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 is a disability rights advocate and spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-right’s organizations.

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