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Self-Study

2020 The Basics: Special Needs Trusts & Administration of a Ward's Estate


Total Credits: 1.0 Self Study

Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio and Video


Description

Review the effect a Conservatorship can have on a person with disabilities on public assistance benefits. Examine the difference between a Self-Settled (First Party) Special Needs Trust and a Third Party Special Needs Trust, as well as their requirements. Compare the duties of the Special Needs Trust trustee and review Pooled Trusts and when they are used.  

Focus Points:  

  • The impact of a Conservatorship on government benefits 

  • How a Special Needs Trust can help pursue benefits 

  • How the Special Needs Trust is established and the types 

Speaker: Christine A. AlsopElder & Disability Advocacy FirmSt. Louis 

 

Self-study does not qualify for Kansas credit.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.

Materials

Speaker

Christine Alsop's Profile

Christine Alsop Related Seminars and Products

Elder & Disability Advocacy Firm


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