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Locality: San Francisco, California

Phone: (415) 896-1500



Address: 625 Market St, Fl 4th 94105 San Francisco, CA, US

Website: www.cafiduciary.net

Likes: 45

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Institute for Professional Fiduciary Studies 09.11.2020

Interested in learning more about Special Needs Settlement Planning. http://attorney.elderlawanswers.com/webinar/series2014

Institute for Professional Fiduciary Studies 27.10.2020

The 2014 SSI COLA increase. http://www.disabilityscoop.com//social-security-ris/18851/

Institute for Professional Fiduciary Studies 21.10.2020

Kevin discussing capacity.

Institute for Professional Fiduciary Studies 14.10.2020

Ride the rails and join us March 16.

Institute for Professional Fiduciary Studies 24.09.2020

Where can you find something like this? Hint: it is where the next Special Needs Trust seminar will take place March 16.

Institute for Professional Fiduciary Studies 04.09.2020

Can you guess the location of the next Special Needs Trust seminar on March 16? Ok, well maybe that was too easy.

Institute for Professional Fiduciary Studies 24.08.2020

A little birdie told me there will be a Special Needs Trust seminar in San Francisco on March 16. Well, maybe it was a medium-sized bird.

Institute for Professional Fiduciary Studies 19.08.2020

You could win this book! One person will be randomly selected to win a free autographed copy of Kevin Urbatsch's book. To qualify for the random selection, share this page. Good luck.

Institute for Professional Fiduciary Studies 17.08.2020

One person will be randomly selected to win a free autographed copy of Kevin Urbatsch's book Administering the California Special Needs Trust. To qualify for the random selection, all you need to do it share this page. Good luck.

Institute for Professional Fiduciary Studies 02.08.2020

This could be *you* at the upcoming IPFS Lake Tahoe Ski and Spa Eduational Weekend Jan. 31-Feb 2, 2013. For those already registered, bring your laptop, look forward to free parking, complimentary meals, reception, sports bar, blackjack tables, packed powder and valuable continuing education credits. Please share this post.

Institute for Professional Fiduciary Studies 29.07.2020

Early Bird rates have been extended for the Lake Tahoe Ski and Spa Educational weekend. Book by January 16, 2013 and take advantage of the lower rate. See you in Tahoe January 31-Feb 2.

Institute for Professional Fiduciary Studies 12.07.2020

Save the date: Saturday, March 16, 2013. Come join us for a glorious spring day in San Francisco featuring IPFS seminar study on the topic of Special Needs Trusts Administration. Please share this message.