How the new POMS impacts CA practitioners who draft 3rd Party / 1st Party SNTs

Speaker: Stephen Dale

September 4, 2019

1 hr recording (no CLE credit for online)

  • Member Price:  $50
  • Non-Member Price: $70

Will drafting a Special Needs Trust put you in jail? Will it cause you to lose your Bar license? This September’s quarterly meeting will focus on the attorney’s fees changes to the POMS and its effect on us as practitioners and advocates. This will not be a standard lecture, but a detailed discussion and conversation led by Steven Dale which focuses on how the new POMS effect California and Region 9 practitioners. Specifically, what are California practitioners doing, where are we going, what can we do, and what we should be doing? In addition, since our Region is the epicenter for reviewing special needs trust in order to terminate beneficiaries’ public benefits, we will also be discussing emerging trends in Region 9 with an eye towards how California NAELA can effect change and ensure that our vulnerable population continues to be served. 

2020 California NAELA Joint Summit

March 6 - 7, 2020 (Friday - Saturday)

Location: San Diego at the Andaz Hotel

  • Hotel Rates: coming soon
  • Price: TBD

Details of topics shall be updated here, as speakers are confirmed.

This year will be the best year yet!  

Southern California Chapter's new 2019-2020 Advisory Board (or seasoned practitioners) will be actively involved in topic selection and speaker recruitment!