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.

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

SKU: P9016-25R-01

$70.00

Qty: decrease increase

Expires: 03/01/2027

Amy Gjesdahl, Dutton Casey & Mesoloras, PC, Chicago
Melissa Kallio, Dutton Casey & Mesoloras, PC, Chicago

Program Date	03/26/2025

Program Date	03/26/2025

Estate Planning – Basics and Future Trends

NAELA2400-R

A discussion of the building blocks of an estate plan and factors to consider when developing one for a client.

$60.00

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

P9016-23R-07

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.

$60.00

Navigating Transitions: Safeguarding Worker & Employer Interests in Work Comp Cases

P9001-24R-08

This course addresses Workers' Compensation cases in which a worker is not returning to their previous employment. Topics addressed include: Cases with accepted and disputed body parts, periods of lost time, medical bills, Social Security implications, pension funds, group insurance liens, and Medicare Advantage plans. Originally presented as part of the Workers’ Compensation Institute 2024: How to Handle High Stakes Claims Plus How to Avoid Having Robots Write Your Brief.

$45.00

The Intersection of Special Needs Trusts and Guardianship Estates

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Sponsored By

Estate Planning – Basics and Future Trends

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

Navigating Transitions: Safeguarding Worker & Employer Interests in Work Comp Cases