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

Managing Expectations: Handling Housing, Caregiving, Transportation, and Issues for Persons with Disabilities

Managing expectation for Handling Housing, Caregiving, Transportation, and other Difficult Special Needs Issues for Persons with Disabilities. Presented with Ann Koerner of National Care Advisors.

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?

What to Expect: Mock Court Hearing on SNT Establishment, Accounting, and Reporting

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.

How to Start Special Needs Planning and Administration

Join our panel as they discuss the steps (and missteps) taken to master this difficult but rewarding field of practice. Even experienced attendees will walk away with practical and usable advice, checklists, flow charts, services and more.