Friday, Aug, 19, 2022
MDF’s “Ask the Expert” series – August 19th, 2022 @ 2:00pm CST ‘Special Needs Trusts, Guardianships and Estate Planning’ Webinar
Monday, Aug, 22, 2022
Virtual Webinar – Monday August 22nd, 2022: 9:00am – 1:00pm “Special Needs Estate & Future Planning” – Hosted by The Arc of Illinois
Tuesday, Sep, 13, 2022
IN-PERSON Presentation: September 13th, 2022 – hosted by ‘Chicago Council on Planned Giving Program’
Monday, Oct, 17, 2022
Options Fair: October 17th, 2022 – Downers Grove South High School 6:00pm – 8:00pm
Wednesday, Oct, 26, 2022
Presentation on ‘Special Needs Trusts’ Via: Zoom and hosted by The Arlington Heights Memorial Library. October 26th, 2022 @ 7:00pm
Tag Archives: fiduciary duties
Trusts: The Basics
People just beginning their future planning may hear many terms thrown around by their relatives and attorneys: trust, beneficiary, settlor, and more. For those unfamiliar with trusts, the many different words used to describe them can be quite confusing. This …
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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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Risks of Leaving Your Estate to Your Special Needs Child’s Sibling
When making your estate plan, be aware that there are substantial risks to leaving your estate to the sibling of your child with special needs. Sometimes, doing so seems like the least complicated solution – the sibling can use funds …
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