Conference Materials

2018

Special Needs Trusts - Administration Challenges

Wednesday, April 25, 2018 10:30 AM - 11:30 AM

Speaker

Frances Fata

Managing Director Personal Trust & Guardianship Services
MB FINANCIAL BANK, N.A.
Rosemont, Illinois

Session Description

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.

Session Material

Special Needs Trusts Administration Challenges