(Earn MCLE credit, please use this link to download MCLE Credit Form.)
The Lanterman Act (Part Two)
Advocacy and Supports
Coming Soon
KTLP 1 Intro to Lanterman Act and the IPP
Perspectives on AB 133: changes in Medi-Cal’s resource limit
Private Fiduciary Best Practices with guest speaker Meredith Taylor | VP of PFAC, & Principal Fiduciary at IMT Associates
Unique Issues for Special Needs Trusts in California and CalABLE
What the Social Security Administration Considers When Evaluating Whether a Trust is a Resource: Francesco Benavides
Maximizing Social Security Benefits for Special Needs Families with Avram Sacks
Housing Rights with Families with Special Needs Children
Accessing Public Benefits, a National Perspective, with Attorney Steve Dale
Affordable Housing Overview with Tom Heinz
Working from Home with Mr. Robert Nuddleman, Esq.
Paying Right! Common Wage and Hour Pitfalls with Robert Nuddleman
Medicare Set-Asides with Joe Anderson
Practical Tips on Protecting Benefits and Trust in order to Maximize Settlements with Melissa Baldwin and Stephen W. Dale
The $60,000 Dilemma – Alternatives Before Establishing a 1st Party Trust with Stephen W. Dale
How to Incorporate Case Management in a Special Needs Trust
Part 1: Introduction to the Life Planning Passage Project with a focus on Integrated Community Services Serving Marin County with Irene Klein and Stephen W. Dale (Introduction - Part 1)
Part 2: Creating a Special Needs Trust that Adjusts to Changing Circumstances with Stephen W. Dale (Creating a SNT - Part 2)
Part 3: Introduction to the Planned Lifetime Advocacy Network (PLAN) with Rebecca Pauls (PLAN Network - Part 3)
Housing Issues for Beneficiaries of Special Needs Trusts with Stephen W. Dale
Unique Issues for Special Needs Trust in California and CalABLE with Stephen W. Dale and guest presenter, Dante Allen, CalABLE Executive Director on April 16
Complexities of Employment Law with Rachel Green
Overview of Disability Access Law with Celia McGuiness, Esq.
Student and Family Rights under the IDEA and Section 504 with Cheryl Theis from DREDF
How to Get Insurance Coverage for those with Mental Health and Autism Spectrum Disorder Treatments with Karen Fessel
Tax Wise Planning / Funding Special Needs Trusts with IRAs with Stephen W. Dale
Review of the Revised Special Needs Trust POMS with Ken Brown
Introduction and Implementation of Supported Decision Making with Clarissa Kripke, MD and Patricia Mejia, UCSF Office of Primary Care
How to Optimize the Benefits of the ABLE Act with Special Needs Trusts with Stephen Dale: ABLE ACT
How to Better Service Beneficiaries of Special Needs Trusts by Partnering with Existing Community Organizations – with guest speakers from East Bay Innovations, Christine Grabowski and Tom Heinz: LIFE PLANNING PASSAGE PROJECT
How to Help Claimants in Insurance Settlements Protect and Preserve Their Public Benefits – with guest speaker Joe Anderson from Medivest: MSP Compliance
The Basics of Regional Centers and Individual Performance Plans (IPPS) with Jim Huyck
