Acedemy of Special Needs Planners Annual Meeting

I recently attended and spoke at the 7th Annual Academy of Special Needs Planners in Austin, Texas. Each year that I attend, I come back with more ideas to improve the trusts that I write and to solve problems faced by our trustees and beneficiaries.

I have been serving on the Model Trust Drafting Committee for the past two years and was part of a panel that presented the model 3rd Party Special Needs Trust to attorneys from all across the United States. Our program was called “The Anatomy of Drafting Special Needs Trusts.” Our committee will resume our efforts in the coming year to draft a Model 1st Party special Needs Trust.

* The information contained in this Blog is intended for general information and educational purposes only and does not constitute legal advice or an opinion of counsel.