SNT Trust Administration using ABLE Accounts and TrueLink

California NAELA Summit 2020
How are Cal-ABLE accounts set up? How does a TrueLink card work? What is the reporting to the SSA? Stephen and Peter will cover all aspects of discretionary distribution requests made from beneficiaries of a Special Needs Trust (SNT). The session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, distribution funding mechanisms and beneficiary-specific lifetime planning.
Discounted member price: 99.00
You could save 33.6%


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