Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
February 23, 2023
Credit Eligible In:
California
$45
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Our speakers include the directors of the Proxy Parent Foundation, a non-profit organization started by the parents of children with disabilities. The foundation operates the PLAN of CA Master Pooled Trust, helping families create special needs trusts and acting as their trustee. Beyond trust administration, the organization also provides personal support services. As the name reflects, Proxy Parents, from the organization, step into the shoes of a loving family member, as a proxy, and act as a caring advocate and friend. Our speakers will provide an in-depth look at the ins and outs of pooled special needs trusts and how those trusts help beneficiaries with special needs. They will share real-life examples of unique methods to maximize the potential of trust beneficiaries.
Mr. Beltran is an expert in the area of special needs trusts, and trusts in general. He has successfully litigated on behalf of his clients for denied benefits in front of many agencies, including Regional Centers. He has helped his clients secure benefits for Medicare, Medicaid, Social Security Disability and Special Education. He also represents clients in Elder Law, Guardianship and Conservatorship matters.
In his spare time, Mr. Beltran builds custom guitars.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.
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