Tuesday, Jan, 12, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 1/12/21- virtual presentation via Zoom
Wednesday, Apr, 07, 2021
[virtual presentation via Zoom] D230/Lincoln Way District
Tuesday, May, 11, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 5/11/21
Tuesday, Jun, 08, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 6/8/21
Tag Archives: distribution
Trustee Fiduciary Duties, Part 2

Trustees have fiduciary duties to beneficiaries of trusts that they oversee. The duty to account and the duty to invest and manage trust assets prudently are two very important fiduciary duties that are difficult for many family member trustees to …
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Payments from Non-Special Needs Trusts to People with Special Needs

For people with special needs, receiving a payment from a non-special needs trust may have significant consequences. In fact, any unexpected payments can jeopardize a person with special needs’ eligibility for Supplemental Security Income (SSI) benefits, Medicaid, and other government …
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