Stephen W. Dale, Esq., LL.M, Trustee

Stephen W. Dale, Esq., LL.M, Trustee

Golden State Pooled Trust

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.

Conference Sessions

Fundamentals of Special Needs Trust Administration, Session 1&2: