SIERRA COLLEGE COMMUNITY EDUCATION
PLANNING FOR THE FUTURE OF YOUR CHILD
WITH SPECIAL NEEDS
Margaret Fulton, Estate Planning and Special Needs Attorney
Carrie Fisher-Stone, Deputy Executive Director for the California ABLE Act Board
Thursday, September 19, 2019, 6:00 – 8:00 p.m.
Thursday, September 26, 2019, 6:00 – 8:00 p.m.
Grass Valley Campus
Registration for this class will be open in August 2019.
Watch for the Sierra College Community Education Kaleidoscope magazine.
Join experienced attorney, Margaret Fulton, and Carrie Fisher-Stone, deputy director of the CalABLE Board for an informative discussion of the new CalABLE program, which makes it possible for a person with disabilities to have an investment account without affecting public benefits. The speakers will also discuss how a CalABLE account and a Special Needs Trust can be used together, and how a Special Needs Trust can help maintain the support system you have established for your child.
If your business or group would like us to speak at your next event, please contact us to schedule a seminar. You may also submit your information below.
Attorney Margaret H. Fulton has presented numerous seminars in the past. Here is a list of some of her prior seminars.
UC DAVIS MIND INSTITUTE
CalABLE AND SPECIAL NEEDS TRUST – THE BENEFITS OF EACH AND HOW THEY CAN WORK TOGETHER: April 2019
SIERRA COLLEGE COMMUNITY EDUCATION
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS: February 2019.
NATIONAL BUSINESS INSTITUTE: ADVANCED ESTATE PLANNING
Customizing Special Needs Trusts to Maximize Benefits, presented by Margaret H. Fulton: 1-23-19
CCTLA (CAPITAL CITY TRIAL LAWYERS ASSOCIATION) MIXER, SACRAMENTO, CA
Settlement Planning for a Minor or Person with Special Needs, presented by Margaret H. Fulton and Ashley Clower: 5-31-18
NATIONAL BUSINESS INSTITUTE, SACRAMENTO, CA
Probate: Everything You Need To Know (Sections: Income and Estate Tax Issues, Top Problems in Probate, Handling Distributions, Closing the Estate Without a Hitch): 1-30-18
SOUTH PLACER PROFESSIONAL ROUNDTABLE – PRESENTED BY SUTTER ROSEVILLE MEDICAL CENTER FOUNDATION
ABLE Accounts: A New Tax-Advantaged Savings Tool for People with Disabilities
Co-presenter: Carrie Fisher Stone, Deputy Executive Director, Cal ABLE Board: 10-18-17
10th ANNUAL DEVELOPMENTAL DISABILITIES PUBLIC POLICY CONFERENCE, ARC OF CALIFORNIA, SACRAMENTO, CA
CalABLE and Family Law Matters (co-presenter): 3-26-17
NEVADA COUNTY RESOURCE CONSERVATION DISTRICT IN PARTNERSHIP WITH CALIFORNIA FARMLINK AND THE NEVADA COUNTY FARM BUREAU, GRASS VALLEY, CA
Farmer and Rancher Succession Planning Workshop (co-presenter): 3-15-17
SIERRA COLLEGE COMMUNITY EDUCATION, ROSEVILLE, CA
Planning For the Future of Your Child With Special Needs, presented by Margaret Heiser Fulton and Ashley Clower, Roseville campus: 9-5-18
Planning For the Future of Your Child With Special Needs, presented by Margaret Heiser Fulton and Ashley Clower, Nevada County campus: 3-7-18; Roseville campus: 2-28-18
Planning For Your Special Needs Child’s Future, presented by Margaret Heiser Fulton and Ashley Clower, Nevada County campus: 9-12-17; Roseville campus: 9-19-17
Planning For Your Special Needs Child’s Future, presented by Margaret Heiser Fulton, Ashley Clower and James F. Huyck, public benefits advocate and consultant and former Executive Director of Alta California Regional Center: 3-7-17
Planning For Your Special Needs Child’s Future: 9-21-16
LIBERTY RANCH HIGH SCHOOL, GALT, CA
Planning and Transitioning for Your Special Needs Child, presented by Margaret Heiser Fulton and Ashley Clower of Robinson and Fulton Law and Vanessa Ochoa of Disability Rights of California: 2-25-17
GENERAL GOMEZ ARTS AND EVENTS CENTER, AUBURN, CA
Should Your Trust Be Updated?: 5-16-15, 5-20-15
SUTTER MEDICAL FOUNDATION, AUBURN MEDICAL HEMATOLOGY/ONCOLOGY, AUBURN, CA
Healing in the Foothills – Cancer Education Forum
Powers of Attorney and Estate Planning Documents – Time To Get Your Docs In A Row: 2-16-15
AUBURN MULTIPURPOSE SENIOR CENTER, AUBURN, CA
Keeping Your Trust Up To Date: 9-17-11, 10-29-11, 2-25-12, 5-19-12, 9-15-12, 2-19-13, 5-18-13, 9-21-13
Topics: The New Estate Tax Law, Should Your Trust be Reviewed or Amended? Do Married Couples Still Need an A-B Trust? What Documents Should You have Ready for Your Heirs?
Meeting the Challenges of Aging: 11-22-14, 11-29-14
In collaboration with: Jamee Horning, Executive Director, Seniors First, and Michael Storz, CA Licensed Fiduciary, Storz Fiduciary Services
Topics Included: Services to keep seniors independent, services of private fiduciaries, updating your estate plan, Medi-Cal and Veterans benefits – options to pay for long-term nursing home care.
The Duties and Responsibilities of Trustees: 10-19-13
Topics Included: What tasks must be done by the trustee? Should the trustee hire an attorney?
What’s the State of Your Estate Keeping Up With Life Changes: 5-9-09
Estate Planning and Charitable Giving: 5-14-09
Estate Planning – Understanding the Issues: 8-15-09, 2-1-14, 7-19-14
Topics: What is a living trust and do I need one? I have a trust – should it be amended?
Estate Planning Challenges: 4-17-10
PLACER SPCA, AUBURN, CA
Providing for Our Furry Family Members: 6-10-14
Topics: Who will care for your pets if you become disabled or pass away? What pet information should you leave for that person? Should you provide for your pets in your will or trust? Should you have a separate pet trust?
EMERITUS AT EMERALD HILLS
Estate Planning – Understanding the Issues: 9-28-13
PLACER NEVADA CATTLEWOMEN
Succession Planning – Passing the Ranch to the Next Generation: 10-23-13
Succession Planning for Farmers: 7-11-13
Estate Planning for Farmers and Ranchers: 1-23-13
EDWARD JONES, 13346 LINCOLN WAY, AUBURN, CA
Bill Kenney, AAMS, Financial Advisor
Advanced Estate Planning Techniques: 8-20-08
Estate Planning – Understanding the Issues: 9-2-10
Estate Planning Challenges: 3-29-11, 8-21-12
2010 PLACERGROWN FOOD AND FARM CONFERENCE,
LINCOLN HIGH SCHOOL, LINCOLN, CA
Succession Planning Passing the Farm to the Next Generation: 1-30-10
THE RETIRED PUBLIC EMPLOYEES ASSOCIATION
Estate Planning Challenges: 2-22-16
NATIONAL ASSOCIATION OF RETIRED FEDERAL EMPLOYEES
Estate Planning Strategies – What Not To Do: 11-21-13
Options for Assisting Aging Parents: 10-26-02
SUTTER AUBURN FAITH HOSPICE
Making Advance Directives Work: 8-17-01
NATIONAL ALLIANCE FOR MENTAL ILLNESS
Special Needs Trusts: 5-16-13