Wednesday, April 25, 2018 10:30 AM - 11:30 AM
Managing Director Personal Trust & Guardianship Services
MB FINANCIAL BANK, N.A.
In this session, attendees will receive a brief overview of the different types of Special Needs Trusts, following which they will delve more deeply into updates concerning Special Needs Trusts, including the Special Needs Fairness Act, and the use of ABLE accounts. Finally, attendees will learn about unique aspects to consider when settling a Special Needs Trust.