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Letters of Intent for SNTs

Contains material from Feb 2020

Letters of Intent for SNTs
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Letters of intent are pivotal in future planning and are invaluable in administrating a trust. A letter of intent ensures the trustee knows the abilities, limitations, likes, dislikes, interests, routines, history, future, hopes and dreams of the beneficiary. Gain insight on the important aspects that should be included in a useful letter of intent.

Includes: Video Audio Paper Slides


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1. Letters of Intent for SNTs (Feb 2020)

Haley D. Greer

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(mp4)
32 mins
(mp3)
32 mins
(pdf)
14 pgs
(pdf)
8 pgs
Session 1 —32 mins
Letters of Intent for SNTs (Feb 2020)

Letters of intent are pivotal in future planning and are invaluable in administrating a trust. A letter of intent ensures the trustee knows the abilities, limitations, likes, dislikes, interests, routines, history, future, hopes and dreams of the beneficiary. Gain insight on the important aspects that should be included in a useful letter of intent.

Originally presented: Feb 2020 Special Needs Trusts

Haley D. Greer, The Arc of Texas - Austin, TX