1670 Riviera Ave, Suite 101,

Walnut Creek California 94596

925-280-0172

PowerPoint Presentations for Trustees

These presentations are from our class for professional trustees. Our last class was in San Francisco on October 10-11, 2003. To see pictures from the class go to this link. These materials are meant for professionals. Many of these materials are valid across the country, but some materials are California specific. The Dale Law Firm does not encourage non professionals to administer Special Needs Trusts.

Trustees should also find this link useful

How to Administer a Special Needs Trust	Dealing with SSA
Home Ownership in a Special Needs Trust	Special Needs Trust Basics
Taxation of a Special Needs Trust	SSI Beyond the Basics
Reporting to SSA	Section 8 and the SNT
	Accounting Guidelines and Calif Law