Process for Trust Decanting, Merger and Terminations

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.

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

SKU: P9016-23R-08

$60.00 or 1.00 credits

Qty: decrease increase

David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest

Expires 11/1/2025

Overview

David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest

Expires 11/1/2025

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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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Tax Considerations: SECURE Act, Qualified Disability Trusts, Tax Filings

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Tax frameworks for special needs trusts are constantly changing. Stay on top of the new changes in the SECURE Act, qualified disability trusts, and tax filings generally. Originally presented as part of the 7th Annual Special Needs Institute.

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Drafting 3rd Party Special Needs Trusts

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A thorough knowledge of 3rd party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

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