Using a Professional as Trustee for a Special Needs Trust
April 15, 2024 6:30 PM to 7:30 PM

Private Professional Fiduciaries as Community Partners

The choice of a trustee or management system is often the greatest factor as far as the effectiveness of a special needs trust. Family members often fill the role of trustee, but there is an alternative: the private, professional fiduciary.

Please join Stephen W. Dale of the Dale Law Firm and Golden State Pooled Trust as he moderates a panel of private fiduciaries to explore the role of a California Licensed Private Fiduciary (CLPF) including:

What is the Professional Fiduciary Association of California (PFAC) and what is a California Licensed Professional Fiduciary? (CLPF)

How the private professional fiduciary can serve as the trustee of a special needs trust and assist in ensuring the best quality of life for the beneficiary

How to include an advisory committee or trust protector, to include family and natural supports on the management team

The private professional fiduciary as a career path for those who are interested in serving persons with disabilities and seniors in their communities

Panelists will include:

Stephen W. Dale, Trustee – Golden State Pooled Trust – Moderator
Fiona McDonough CLPF – President of the Monterey Bay Chapter of the Professional Fiduciary Association of California – see https://www.trusteeusa.com/
Heather Fisher CLPF – Fisher Fiduciary Services, Inc in Manteca and Education Chair for PFAC. See https://www.fisherfiduciary.com/
LeeAnn Hitchman CLPF – with offices in Torrence and Newport Beach – see www.hitchmanfiduciaries.com

This webinar will provide live Spanish interpretation.

This is a Connections California event. Connections California is a project of Parents Helping Parents – Silicon Valley.