The Missouribar – 2020 The Basics: Special Needs Trusts & Administration of a Ward’s Estate

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Summary

• Practice Area:Trusts, Estate Planning & ProbateFormat:Audio and VideoDescriptionReview the effect a Conservatorship can have on a person with disabilities on public assistance benefits.

• Examine the difference between a Self-Settled (First Party) Special Needs Trust and a Third Party Special Needs Trust, as well as their requirements.

• Compare the duties of the Special Needs Trust trustee and review Pooled Trusts and when they are used.

• Focus Points: The impact of a Conservatorship on government benefits How a Special Needs Trust can help pursue benefits How the Special Needs Trust is established and the types Speaker: Christine A. Alsop, Elder & Disability Advocacy Firm, St.

• Louis Self-study does not qualify for Kansas credit.Note: This material qualifies for self-study credit only.

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