Using a Professional as Trustee for a Special Needs Trust

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, a project of Parents Helping Parents – Silicon Valley. Connections California is sponsored in part by the San Andreas Regional Center and the California Department of Developmental Services.

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