Special Needs Trusts

Date: Wednesday, October 6, 2021
Time: 6:00pm - 9:00pm
Location: Charlie's Restaurant 1320 19th Hole Dr. Windsor, CA 95492
Speaker: Janice Sternfeld, Law Office of Janice Sternfeld

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PROGRAM

Administration of Special Needs Trusts

Date/Time: Wednesday,  October 6, 2021  6:00 PM

A Special Needs Trust (SNT) is a useful tool when planning for the care and support needs of a disabled child or adult.  When properly drafted and administered, distributions can be made from the SNT to the disabled beneficiary for certain expenses while maintaining eligibility for public benefits.  An improperly drafted SNT or the failure by the trustee to understand the types of expenses that can be paid with SNT funds can result in a loss of the disabled beneficiary’s public benefits.  Janice Sternfeld, a Santa Rosa attorney highly experienced in counseling clients with respect to the creation of and administration of SNTs, as well as securing public benefits for disabled children and adults, will make a presentation on the administration of SNTs and the issues that can impact a beneficiary’s eligibility for public benefits.

This program will be a live presentation, with a limited Zoom simulcast for those members and guests that are unable to attend in person due to COVID concerns. 

REEPC will be following Sonoma County guidelines on Covid-19

*Masks Required Indoors unless "actively drinking or eating"

We are offering both In-Person Indoor & Outdoor seating or Speaker ONLY Zoom options for this meeting. 

RSVP DEADLINE for In-Person is  1O/1/2021 - NOON

Zoom will be Speaker Presentation Only. RSVP Deadline for Zoom is 10/06/21 - NOON

MCLE Credit: kcyphers@andersonzeigler.com

MEETING SPONSORS

Ken Cyphers - Anderson Zeigler

In-Person MENU

FIRST COURSE

Mixed Green Salad

MAIN COURSE
(Four Choices)

GRILLED RIB EYE
Fingerling Potatoes & Fresh Veggies

CORVINA SEA BASS
Fingerling Potatoes & Fresh Veggies

CHICKEN PICCATA
Fingerling Potatoes & Fresh Veggies

SHITAKE MUSHROOM PASTA
Vegetarian

DESSERT COURSE

BERRY GALLETTE

Regular & Decaffeinated Coffee and Assorted Teas

 

***PLEASE USE THE RSVP BUTTON ABOVE TO REGISTER***

CREDIT CARD AND CHECK PAYMENT

COST IS $75.00 PER PERSON

 

 MAIL ANY CHECKS Payments TO:

Redwood Empire Estate Planning Council

c/o Marilyn Topper Bookkeeping Service 

2135 Crosspoint Ave. Santa Rosa, CA 95403

  

 

 

 

 

 

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