Special Needs Trusts Funding Issues

This session will cover the main differences between funding a first party SNT and funding a third party SNT with various assets and income sources. Learn which assets and income sources can and cannot be transferred into an SNT, when they can be transferred, and how they should be transferred. From Traditional IRAs, Roth IRAs, inherited IRAs, structured settlements, personal injury awards, life insurance policies, real estate, vehicles, alimony, child support, annuity payments and more, become proficient in the unique challenges to funding SNTs.
Originally presented as part of Elder Law Short Course 2025.

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

SKU: P9007-25R-09B

$65.00 or 1.00 credits

Qty: decrease increase

Expires 9/1/2027

This session will cover the main differences between funding a first party SNT and funding a third party SNT with various assets and income sources. Learn which assets and income sources can and cannot be transferred into an SNT, when they can be transferred, and how they should be transferred. From Traditional IRAs, Roth IRAs, inherited IRAs, structured settlements, personal injury awards, life insurance policies, real estate, vehicles, alimony, child support, annuity payments and more, become proficient in the unique challenges to funding SNTs.
Melissa Kallio, Dutton Casey & Mesoloras, PC, Chicag
Sara Riechert, Chamberlin Riechert Law Group, P.C., Oak Brook

Overview
Specifications

Expires 9/1/2027

This session will cover the main differences between funding a first party SNT and funding a third party SNT with various assets and income sources. Learn which assets and income sources can and cannot be transferred into an SNT, when they can be transferred, and how they should be transferred. From Traditional IRAs, Roth IRAs, inherited IRAs, structured settlements, personal injury awards, life insurance policies, real estate, vehicles, alimony, child support, annuity payments and more, become proficient in the unique challenges to funding SNTs.
Melissa Kallio, Dutton Casey & Mesoloras, PC, Chicag
Sara Riechert, Chamberlin Riechert Law Group, P.C., Oak Brook

Products specifications

Category	Elder Law
Program Date	09/19/25

Products specifications

Category	Elder Law
Program Date	09/19/25

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