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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
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Expires: 03/01/2027

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



Sponsored By

Life's Plan Sponsor

Expires: 03/01/2027

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



Sponsored By

Life's Plan Sponsor

Products specifications
Program Date03/26/2025
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