New 2019 Programs for People with Disabilities - SMBA Probate & Trust Section Lunch

  • Thursday, March 21, 2019
  • 12:00 PM - 1:30 PM
  • DoubleTree Hotel and Guest Suites, 1707 4th St, Santa Monica, CA 90401


  • Event includes buffet style lunch.

Registration is closed

PROBATE & TRUST MCLE LUNCH: New 2019 Programs for People with Disabilities - CalABLE Lift-Off, Regional Center Self-Determination Pilot Project and JLA Trust's LIFE.  Don't miss this informative presentation!

Join us as we welcome Michelle Wolf, Founder Executive Director of JLA Trust, for her presentation:

As the calendar pages turn to a new year, there are three new programs to give children and adults with disabilities in California more options and independence than ever before. 

The new CalABLE program operates out of the state Treasurer's office.  ABLE accounts are a new savings option that allow individuals who became disabled before the age of 26 to save up to $100,000 in a tax-advantaged investment account without jeopardizing certain government benefits.

For regional center consumers, the new statewide Self-Determination pilot program for the first 2,500 clients gets underway.  This program will provide regional center consumers and their families with more freedom, control and responsibility in choosing services and supports to help them meet their objectives.

And, in the greater Los Angeles region, JLA Trust is launching its new L.I.F.E. Planning (Long-Term Inclusion, Fulfillment and Empowerment) which will guide families through the development of a person-centered comprehensive long-term and short-term action plan. 

  • Registration opens at noon
  • Program is from 12:30 - 1:30 p.m.
  • 1 hour MCLE Participatory Credit
  • SMBA Members $60.00
  • Non-members $75 (click here for membership)

Sponsored by:

Please register through this website and SMBA email to assist with planning. Complete payment in advance through this online process (click Register button) credit cards or checks payable to SMBA will be accepted at the door.

Location & Parking:  Doubletree, Santa Monica.  Parking is not included in registration fee;  Self-parking available for discounted rate;  Valet is extra;  Public Parking structure directly across 4th Street or at Civic Center: $1 for first 1.5 hrs and $1 each additional hour.

Thank you to our website sponsor, Greystone Management Solutions

Special thanks to our SMBA Probate & Trust Co-Chairs:  Timur Berberoglu, Esq. and Karen Knutson, Esq.

SMBA Administration

2461 Santa Monica Blvd., #529

Santa Monica, CA 90404

Ph. 310-450-9289 Arb. (310) 581-5163

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