The Missouribar – 2020 The Basics: Special Needs Trusts & Administration of a Ward’s Estate
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Contents
- 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:
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The impact of a Conservatorship on government benefits
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How a Special Needs Trust can help pursue benefits
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How the Special Needs Trust is established and the types
Speaker: Christine A. Alsop, Elder & Disability Advocacy Firm, St. 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.
