Upcoming Presentations by Ellen

Upcoming Presentations

San Mateo County Bar Association, Estate Planning & Probate Section: “Basics of Public Benefits” – Thursday, April 19, 2018 from 12:00 pm to 1:30 pm in San Mateo, CA.  Intended primarily for attorneys and other professionals in the field.  For more information contact smcba@gryphonevents.com

Sand Hill Global Advisors: “12th Annual Attorneys’ Roundtable” – Thursday, May 10, 2018 from 3:30 pm to 8:00 pm in East Palo Alto, CA.  Intended primarily for attorneys, financial advisors and accountants, with a focus on special needs planning issues in the family law area.  For more information contact info@sandhillglobaladvisors.com

Peninsula Special Needs Community: “The Life Cycle of a Special Needs Trust” – June 14, 2018 from 6:30 to 8:30 pm in Redwood City, CA.  All are welcome; focus on parents of special needs children.  For more information see https://www.meetup.com/PeninsulaSpecialNeedsCommunity/events/249434818/

Down Syndrome Connection Bay Area: “Basics of Public Benefits and Special Needs Planning” – Sunday, August 26, 2018 from 1:00 pm to 3:00 pm in Burlingame, CA.  All are welcome; focus on parents of special needs children.  For more information contact Julie@dsconnection.org

NBI, Inc.: “Legal Ethics Essentials” – part of 6-hour webcast entitled “Special Needs Trusts in a Nutshell” broadcasting Wednesday, August 29, 2018.  Intended primarily for attorneys and paralegals.  For more information see www.nbi-sems.com

NBI, Inc.: “Documenting Long-Term Care, Incapacity and End-Of-Life Decisions” part of two-day seminar entitled “Estate Planning from A to Z” held September 26,-27, 2018 in San Francisco, CA.  Intended primarily for attorneys and paralegals.  For more information see www.nbi-sems.com

NAMI of San Mateo County: “Special Needs Planning: How to Best Protect Your Loved One,” – Wednesday, September 26, 2018 from 6:30 pm to 8:30 pm in San Mateo, CA. All are welcome. For more information see https://namisanmateo.org/event/

Jerry A. Kasner Estate Planning Symposium: “California Legal Ethics: Disabled Clients Edition,” – Friday, October 5, 2018 from 3 pm to 4 pm in Santa Clara, CA. Part of two-day symposium, attendees only. For more information see www.kasner.org

Society of Financial Service Professionals, Silicon Valley chapter: “Estate Planning for Special Needs Families,” – Thursday, October 11, 2018 from 11:30 am to 1:30 pm in San Jose, CA. Intended primarily for attorneys, financial advisors and accountants. For more information see https://societyoffsp.org/siliconvalley/

Hillsdale High School in San Mateo, California: “The Nuts and Bolts of Special Needs Planning,” – Monday, October 22, 2018 from 6 pm to 8 pm in San Mateo, CA. For parents of HHS students only.