Stephen oversees the day-to-day operations of GSPT, reviews and authorizes disbursements, and directs investments under the supervision of True Link Financial Advisors. In addition, Stephen coordinates GSPT’s educational component and advises referring attorneys in counseling their clients.
Stephen W. Dale, Esq., LL.M, Trustee
Golden State Pooled Trust
Fundamentals of Special Needs Trust Administration, Session 1&2: