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
Discounted member price: 99.00
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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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