Duties of a Trustee of a Special Needs Trust

Proceed step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample completed forms are provided and discussed.

Hear from attorneys currently acting as guardian ad litem in various counties throughout the state. We will discuss the role of the guardian ad litem in disabled estates, the expectations of the court, and the preparation of guardian ad litem reports.