The SBCBA Estate Planning/Probate Section Presents: Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust

March 20, 2019 @ 12:15 pm – 1:15 pm
SB College of Law
20 E. Victoria Street
$25 members, $30 non-members (includes lunch)
Connor Cote

About the Event: The Special Needs Team is a deeply experienced group of financial advisers and client associates. They are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance. Located in multiple offices throughout California, they work closely with estate planning attorneys and family members to provide budgeting, wealth planning and investing designed to assist those who are integral to the care of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims, and other special-needs populations.

MCLE: 1 Hour General Credit

Lunch will be provided from South Coast Deli