Sponsored by CPT Institute: Understand what to look for when selecting an experienced and cost-effective Trustee. This presentation will provide you with tools to better evaluate providers and address common misconceptions in the industry.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Tuesday, November 10th – 12-1pm CST 1 MCLE
Sponsored by CPT Institute
Evaluating Special Needs Trust Providers
Understand what to look for when selecting an experienced and cost-effective Trustee. This presentation will provide you with tools to better evaluate providers and address common misconceptions in the industry.
Cameron Lindahl, M.S., CPT Institute, California
