A View From the Bench: Judges' Review of Special Needs Issues

Join the Hon. Sandra Bean from the Alameda County Probate Court, Hon. Daniel Juarez from the Los Angeles Probate Court, and Hon. Mary House (ret.) of the Los Angeles Probate Court, while they discuss special needs issues before the court

SNT Trust Advisory Committees & Trust Protectors: Drafting Tips and Best Practices

Establishing a Limited Conservatorship for Developmentally Disabled Persons

Persons with disabilities who do not have capacity will may require a Conservatorship in order to have someone with legal authority to make decisions on their behalf. We will cover how to establish & maintain and the limitations of a Conservatorship.

Are They Prepared? Crisis Planning for Special Needs Families and the Role of the Advisor

What is the reasonable responsibility of a fiduciary, SNT Trustee, special needs attorney and financial planner when facing these common challenges for their clients and to ensure that this conversation is documented?

Mock Court Hearing: How Judges Review SNT Accountings and Reports

Observe several mock hearings that cover several SNT accounts and reports in which the Honorable Mary House examines certain parts of the SNT accounting. Learn first hand what courts are looking at first.