General Meeting, Tuesday, Sept. 11, 2018
Barbara Loebner, Attorney, and Gary Loebner, Fiduciary Estate Planning and Special Needs Trusts
September’s General Meeting speakers will be Barbara and Gary Loebner. Barbara, an experienced attorney and Certified Specialist in Estate Planning, will discuss the importance of basic estate plan documents to managing your long-term needs and those of your children. You will learn how planning can avoid probate and how to authorize people you trust to manage your financial and health care needs during incapacity and those of children, minors or adults, who require lifetime financial oversight. Focus will be on Special Needs Trusts and ABLE accounts for children and adults who use or might rely on public benefits and programs.
Gary Loebner, a licensed private professional fiduciary, will talk about when and why a fiduciary is chosen to serve as a trustee of a trust or as an agent whether currently, upon one’s incapacity, or at death. You will learn about the high standards required of a private fiduciary along with some real case examples.
Please join us at 7 P.M. in the auditorium of Good Samaritan Hospital (main building basement). At 7:15 we will honor Susan Sidel, recently retired therapist (after 35 years) in the SCC Drug Treatment Court for Mental Health, followed by our speakers from 7:30–8:30. (Good Samaritan is located at 2425 Samaritan Dr, San Jose.
Upcoming General Meeting Speakers
Oct. 9: Mary Barrea of the Silicon Valley Independent Living Center will present on Supportive Housing.
Nov. 13: Carolyn Rodriguez, MD, PhD,
Assistant Professor at Stanford University, will present on improving Outcomes for Mood Disorders.