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Trustees Classes
Trustee Listserv
The Dale Law Firm hosts a Listserv specifically for professional trustees. We have well over 200 members of the listserv and it is an excellent way to share information, ask questions and work out problems.
Who can join?
Professional Trustees
 | Any professional that attends |
| Any Corporate Trustee who administers Special Needs Trusts |
| Administrators of Pooled Special Needs Trusts or any PFAC member that is seeking to administer Spwcial Needs Trusts |
| Any privative professional trustee who administers Special Needs Trusts |
Other Professionals
| Any CPA that does tax returns for Special Needs trusts |
| Care managers |
| any benefit's coordinator for a program such a a CIL or HIV program |
Attorney's
| Attorneys may join if they are actively working with a professional trustee |
How to Join?
Email genevieve@dalelawfirm.com - be ready to include information about your qualifications