eCourse
Administering Special Needs Trusts Established in Other States
Contains material from Feb 2020
Administering Special Needs Trusts Established in Other States
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Complexities abound with SNTs involving multiple decision makers and multiple states. Learn creative solutions using ABLE accounts, automated distribution plans facilitated by True Link, experienced corporate trustees, and pooled trusts.
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Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions (Case Studies) (Feb 2020)
Renée C. Lovelace, Haley D. Greer, Nancy Sosa, Peter J. Wall
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Session 1
—62 mins
Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions (Case Studies) (Feb 2020)
Complexities abound with SNTs involving multiple decision makers and multiple states. Discuss creative solutions using ABLE accounts, automated distribution plans facilitated by True Link, experienced corporate trustees, and pooled trusts.
Originally presented: Feb 2020 Special Needs Trusts
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX
Haley D. Greer,
The Arc of Texas - Austin, TX
Nancy Sosa,
Cadence Bank - Austin, TX
Peter J. Wall,
True Link Financial - Denver, CO