Family Law, Elder Law, Ethics

Special Needs Trusts: The Uniqueness of Serving as A Trustee of a Special Needs Trusts

Description:

In this session, you will learn about the many duties, ethical considerations and pitfalls associated with serving as a trustee. Some topics discussed by attorney John Toy include types of special needs trusts, principal and income fiduciary, duty of prudent administration and review benefit eligibility.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member? Join now to start saving.

Presentation well done

The employer aspect of the trustee was new to me. I had never considered there to potentially be employment law considerations when administering a special needs trust. Certainly something I wish to delve into more.

Speakers/Producers

This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
Course Credits Dual Credits: 1.00
General Credits: 0.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.