SNT Distributions-Prickly Issues (2021)

NAELA Annual Conference 2021
SNT Distributions-Prickly Issues and Skillful Solutions. This session will cover all aspects of discretionary distribution requests made from beneficiaries of Special Needs Trusts (SNTs), Discretionary Trusts, and Conservatorships. This session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, beneficiary expectation setting, distribution funding mechanisms, and beneficiary-specific lifetime budgetary planning. Annual Conference 2021
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Stephen W. Dale

The Dale Law Firm, PC

Pacheco, CA

Peter J. Wall, Fiduciary Services

True Link Financial

Golden, CO

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This virtual program, spread over three half-days, will be a very fast-paced review of the key components of the Social Security program, including the eligibility requirements for all benefits. 

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