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
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.