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Supported Decision-Making Concepts in a Special Needs Trust

Contains material from Apr 2024

Supported Decision-Making Concepts in a Special Needs Trust
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States are passing Supported Decision-Making laws across the country to assist persons with disabilities to be more engaged in decision making that affects their lives and supports. Listen to a panel of practitioners who cover the basics of Supported Decision-Making and how to incorporate Supported Decision-Making concepts in a special needs trust. Also, explore challenges a trustee might encounter while working with a Supported Decision-Making agreement in meeting their fiduciary duties.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 | 0.50 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 4/30/2025
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1. Supported Decision-Making Concepts in a SNT (Apr 2024)

Stephen W. Dale, Lindsey S. Drake, Haley D. Greer, Peter J. Wall

1.00 0.50 0.00 1.00 | 0.50 ethics
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Video
(mp4)
57 mins
Audio
(mp3)
57 mins
Paper
(pdf)
31 pgs
Slides
(pdf)
13 pgs
Session 1 —57 mins
1.00 | 0.50 ethics
Supported Decision-Making Concepts in a SNT (Apr 2024)

States are passing Supported Decision-Making laws across the country to assist persons with disabilities to be more engaged in decision making that affects their lives and supports. Listen to a panel of practitioners who cover the basics of Supported Decision-Making and how to incorporate Supported Decision-Making concepts in a special needs trust. Also, explore challenges a trustee might encounter while working with a Supported Decision-Making agreement in meeting their fiduciary duties.

Originally presented: Feb 2024 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Lindsey S. Drake, Drake Law, PLLC - Austin, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO