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A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s.

Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.

Presentation by the County Clerk regarding the 2022 Changes

An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above.

Nationally recognized experts will cover all aspects of discretionary distribution requests made from beneficiaries of Special Needs Trusts (SNTs), Discretionary Trusts and Conservatorships.

This program will review California’s recently enacted version of the Uniform Trust Decanting Act.

The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times.

NGA Standards of Practice as they relate to billing standards. Also discussed will be the California Rules of Court specifying standards for determining billing for services for estate administration.

Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate.

When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is often fraught with risk.