ICLE | Use Trust Directors with Special Needs Trusts

Seminars

Use Trust Directors with Special Needs Trusts

On-Demand Seminar (Posted 03/29/21) | CLE: 0.5 | MCJE: 0.5

Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

A special needs trust (SNT), particularly a third-party SNT, is likely one of the longest-lasting trusts you will create. Using a trust protector can help insure that the settlor's wishes are carried out and that the beneficiary's benefits are protected in the long term. Get specific language to create a trust protector, other clauses, and the rationale for their use. Review directed trusts and directed trustees, and compare them to what can be accomplished with a trust protector.

Watch so you can:

Draft for flexibility in the long term
Ease the burden on loved ones
Provide acceptance language for the trust protector
Use a power of direction to amend the trust

Available Formats

ON DEMAND
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.