ATG Legal Education: Special Needs Trusts – Key Elements of Successful Planning

Properly drafted, a Special Needs Trust (SNT) can preserve government benefits and enhance the quality of life for clients with disabilities. ATG Trust has arranged for Kirsten L. Izatt of The Estate Planning Law Group to give a presentation that will discuss key elements for successful SNT planning:

Statutory language that supports the creation of special needs trusts;
Types of special needs trusts: third-party, payback, and pooled;
Trustee distribution standards;
Parties to a special needs trusts;
Common mistakes;
Role and selection of trustee; and
Reporting requirements.

This program qualifies for 1.50 MCLE in Illinois; we have applied for 1.50 CLE in Indiana and Wisconsin. We expect the program to fill early, so register now and beat the rush. Bring your questions. Our guest speaker will answer them as time allows.

Time

Log-In: 11:50 a.m. - 12 noon
Program: 12 noon - 1:30 p.m.

Who Should Attend: ATG and ATG Trust members; estate planning attorneys

Speakers:

Kirsten L. Izatt, Attorney, The Estate Planning Law Group, Wheaton, Illinois

Moderator: 
Elizabeth Tasto Perkins, Trust Officer, ATG Trust Company, Chicago, Illinois