Housing Opportunity Through Modernization Act

The Housing Opportunity Through Modernization Act of 2016 (HOTMA) has important implications for special needs trusts, which are explored thoroughly in this presentation. Originally presented as part of the 7th Annual Special Needs Institute.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9016-23R-09

$60.00 or 1.00 credits

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Scott Nixon, Life’s Plan, Chicago

Expires 11/1/2025

Overview

Scott Nixon, Life’s Plan, Chicago

Expires 11/1/2025

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Process for Trust Decanting, Merger and Terminations

P9016-23R-08

Decanting, merging, and terminating special needs trusts involve many important considerations to ensure that the process avoids any adverse impact on the trusts and your clients. Originally presented as part of the 7th Annual Special Needs Institute.

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Trust Administration Issues, Including Selecting the Trustee, Designated Rep, Trust Protector, Etc.

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The administration of special needs trusts requires thorough evaluation of those involved in their upkeep, including trustees, designated representatives, trust protectors, and more. Originally presented as part of the 7th Annual Special Needs Institute.

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Special Needs Planning & the Rise of Directed Trusts

NAELA2401-R

This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning, and discusses the Uniform Directed Trusts Act.

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