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Welcome to the NPA 2019 conference  site! This years conference is titled Paving the way to a Meaningful Life. 
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Thursday, June 20 • 1:30pm - 2:45pm
Session 3: Breakout-- Topic 3b: Life Passage Planning Project- A Look at Best Practices

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During this workshop, Professor Flowers will share conclusions reached from creation of the Life Passages: PSNT Best Practices Guidelines which is the compilation of a review of policy and procedure manuals that are currently used by some PSNTs, conversations with a number of  PSNT administrators and editing by a group of experts in the field of PSNT. Stephen Dale will share the progress made on creating a network of direct support agencies in California that is partnering with pooled trusts in California and plans to extend the network nationally.
The goal of the presentation is to engage in an interactive discussion with attendees to share progress with the Life Passage Planning project as well as get input from attendees about relevance of activities for their pooled trust programs. 
Speakers
avatar for Roberta Flowers

Roberta Flowers

Professor, Stetson University College of Law
Roberta K. Flowers is a professor of law at Stetson University College of Law. Within the Elder Law LL.M. program, Professor Flowers teaches Ethics in an Elder Law Practice. She also teaches Evidence, Criminal Procedure, and Professional Responsibility. While at Stetson, Professor... Read More →
avatar for Steve Dale

Steve Dale

Trustee, Golden State Pooled Trust
Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.Mr. Dale... Read More →

Thursday June 20, 2019 1:30pm - 2:45pm EDT
Salon 1 & 2
  Breakout Session, Breakout Session- Option 2

Attendees (37)