Live webcast on 3/26/2025 at Noon
Guardianship estates involving special needs trusts have special issues. Learn how to establish 1st part SNTS in both adult and minor guardianships, how to handle a ward’s beneficial interest in a 3rd party SNT, obtaining court approval for PI settlements payable to an SNT, handling the payment of annuity income to an SNT, managing distributions for minor and adult wards, and the notice and accounting issues particular to both probate and special needs trusts.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Live Webcast on Wednesday, March 26, 2025 from 12:00 - 1:00 PM
The Intersection of Special Needs Trusts and Guardianship Estates
Guardianship estates involving special needs trusts have special issues. Learn how to establish 1st part SNTS in both adult and minor guardianships, how to handle a ward’s beneficial interest in a 3rd party SNT, obtaining court approval for PI settlements payable to an SNT, handling the payment of annuity income to an SNT, managing distributions for minor and adult wards, and the notice and accounting issues particular to both probate and special needs trusts.
Amy Gjesdahl, Dutton Casey & Mesoloras, PC, Chicago
Melissa Kallio, Dutton Casey & Mesoloras, PC, Chicago
Stay tuned for further details on our next topic in the Special Needs Planning Webcast Series!
