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Practical Considerations for Administering Special Needs Trusts

Learn from a panel of trust officers about best practices for administering special needs trusts, including how to effectively title assets and handle tax issues.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9007-19E-08
$80.00 or 1.00 credits
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Faculty:


Scott Nixon, Life’s Plan, Inc., Lisle
Michelle L. Wieneke, Regions Private Wealth Management, Fairview Heights
Kathleen May Yoder, Fifth Third Bank, Chicago

Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

Faculty:


Scott Nixon, Life’s Plan, Inc., Lisle
Michelle L. Wieneke, Regions Private Wealth Management, Fairview Heights
Kathleen May Yoder, Fifth Third Bank, Chicago

Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

Products specifications
Program Date11/22/2019
Products specifications
Program Date11/22/2019
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