AchievingIndependence

for Persons with Disabilities

Serving the needs of persons with disabilities and their families

 

1670 Riviera Ave, Suite 101,

Walnut Creek California 94596

925-280-0172

 

 

 

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Walnut Creek

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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

bulletAny professional that attends
bulletAny Corporate Trustee who administers Special Needs Trusts
bulletAdministrators of Pooled Special Needs Trusts or any PFAC member that is seeking to administer Spwcial Needs Trusts
bulletAny privative professional trustee who administers Special Needs Trusts

Other Professionals

bullet Any CPA that does tax returns for Special Needs trusts
bulletCare managers
bulletany benefit's coordinator for a program such a a CIL or HIV program

Attorney's

bulletAttorneys 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

 

Send mail to steve@dalelawfirm.com with questions or comments about this web site.