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Navigating Trustees of Special Needs Trusts Through Rough Waters

Presented by Patricia Dudek

(3,069 Ratings)

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Course Description

Length: 1h 16min    Published: 2/13/2016    
Acting as a trustee for a special needs trust involves many important legal considerations. This program lays out the various types of special needs trusts and when they should be used, and highlights a number of thorny issues estate planners need to be aware of when advising trustees or acting as a trustee for these types of trusts. Agenda: 1) What is a special needs trust?

2) The different types of special needs trusts

3) Coordinating special needs trust with government benefits

4) Funding a special needs trust

5) Letters of Intent

6) Trustees duties

7) Maximizing benefits

8) Making Decisions about use of funds

9 Navigating case law and legislation

Please note: There has been an update in the case law regarding Finley v. City of Santa Monica. That is addressed in slides 35 - 37.

Learning Objectives
* Review the different types of special needs trusts
* Learn how to coordinate special needs trusts with government benefits
* Understand the funding of special needs trusts
Read the course transcript.

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Presented By:

Patricia Dudek

Featured Reviews

"Excellent concise presentation & slides."

   Lori G


   Consuelo M

"I study this same material almost every year and was surprised by the clarity of the information and the insights. Thanks"

   Michael W