American Academy of Estate Planning Attorneys - Educational Presentations & Courses Attended - AAEPA

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Educational Presentations & Courses Attended

  • Dennis Sandoval presented “Using Irrevocable Trusts in Planning for Veteran’s Aid and Attendance Benefits” for the Southern California Chapter of NAELA. September 2009

  • Dennis Sandoval attended the Fourth Annual Life Care Planning Law Firms Association Annual Conference. September 11-12, 2009

  • Dennis Sandoval/Steve Hartnett attended the Southern California Chapter of NAELA Meeting. September 2, 2009

  • Dennis Sandoval attended the California Trial Attorneys Webcast: "Medicare and Medicaid Lein Resolution". July 31, 2009

  • Dennis Sandoval attended the Disability Rights California Conference: Advocating for Special Needs Children: An Overview of the IEP Process. July 31, 2009

  • Dennis Sandoval attended the "Planning for Special Needs Persons". July 30, 2009

  • Dennis Sandoval presented “Planning for the Jones: A Life Care Planning Case Study” for the California Society of Enrolled Agents Annual Conference. June 2009

  • Dennis Sandoval presented “Using Irrevocable Trusts in Medi-Cal Planning” for the California Advocates for Nursing Home Reform Annual Conference for Elder Law Attorneys. June 2009

  • Steve Hartnett attended the ALI-ABA Webcast - "Immediate Post-Mortem Estate Planning". June 25, 2009

  • Dennis Sandoval attended the California Bar Taxation Section: 2009 Annual Income Tax Conference. June 19, 2009

  • Dennis Sandoval/Steve Hartnett attended the Southern California Chapter of NAELA Meeting. June 3, 2009

  • Dennis Sandoval presented “What Every Financial Planner Needs to Know About Probate” for the San Gabriel Financial Planning Association Chapter Meeting. May 2009

  • Dennis Sandoval presented “GRATs are Great!:Leveraging Distributions into Lifetime Special Needs Trusts” for the Special Needs Alliance Arm Chair Chat. May 2009

  • Dennis Sandoval presented “Planning for Special Needs Persons” for the National Association for the Mentally Ill Riverside Chapter. May 2009

  • Dennis Sandoval presented “Using a GRAT to Fund a Special Needs Trust” for the Special Needs Alliance Armchair Chat - Advanced Estate Planning for Wealthy Special Needs Parents. May 2009

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