Conference Materials

2014

Special Needs Trusts (SNTs) for the Disabled

Wednesday, April 30, 2014 1:15 PM - 2:15 PM

Speaker

Sally Larson Sargent

Senior Managing Director & Head of Wealth Management
MB FINANCIAL BANK, N.A.
Rosemont, Illinois

Speaker Bio

Session Description

Join in a discussion of the use of special needs trusts (a/k/a supplemental
benefits/care/needs trusts) for persons with disabilities, including:
• Why, when, by whom and for whom SNTs are established
• Role and duties of the SNT trustee
• Standards and rules regarding SNT disbursements
• Governmental benefits - qualification and repayment obligations

Session Material

Presentation