Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Elder Law & Special Needs Section Webinar
Modern Pooled Trust Expectations
Start Date - End Date
May 03, 2021
12:00 PM - 1:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
If you are an attorney in Orange County, you may have a profile with us. Click Here to retrieve your OCBA log in credentials. For assistance, please email info@ocbar.org.
Speakers:
Kevin Urbatsch, Esq.
Owner, Urbatsch Law Firm
William E. Lindahl, MBA, CLPF
Executive Director, CPT Institute
Modern Pooled Trust Expectations
There are over 100 pooled trust providers across the country. Navigating the variance in providers’ service and infrastructure can be a daunting task when selecting the right fit for your client. This program will provide a history of the industry and then outline what to expect from a modern pooled trust provider. To assist with application, we will provide a simple evaluation tool to guide questioning and understand the industry’s expectations.
This program is approved for 1.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
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